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 | $168,779 | $93,571+80.4% | $135,903+24.2% | $75,163+124.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.05% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,136 | $3,537-67.9% | $4,856-76.6% | $2,670-57.4% |
| Participant deferral / active EE | $11,735 | $6,404+83.2% | $7,758+51.3% | $4,125+184.5% |
| Admin fee / account holder | $21,922 | $6,975+214.3% | $10,762+103.7% | $5,651+287.9% |