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 | $133,148 | $91,190+46.0% | $178,490-25.4% | $79,858+66.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.15% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,443 | $3,256+36.5% | $5,011-11.3% | $2,471+79.8% |
| Participant deferral / active EE | $4,984 | $3,236+54.0% | $5,202-4.2% | $3,740+33.3% |
| Admin fee / account holder | $1,942 | $6,751-71.2% | $13,984-86.1% | $5,306-63.4% |