See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,064 | $91,190+85.4% | $178,490-5.3% | $79,858+111.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.15% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $3,041 | $3,256-6.6% | $5,011-39.3% | $2,471+23.1% |
| Participant deferral / active EE | $5,486 | $3,236+69.5% | $5,202+5.5% | $3,740+46.7% |
| Admin fee / account holder | $7,491 | $6,751+11.0% | $13,984-46.4% | $5,306+41.2% |