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 | $190,187 | $91,190+108.6% | $178,490+6.6% | $79,858+138.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.69% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,655 | $3,256+73.7% | $5,011+12.9% | $2,471+128.9% |
| Participant deferral / active EE | $5,228 | $3,236+61.5% | $5,202+0.5% | $3,740+39.8% |
| Admin fee / account holder | $4,810 | $6,751-28.8% | $13,984-65.6% | $5,306-9.4% |