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 | $160,307 | $66,402+141.4% | $109,895+45.9% | $85,850+86.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 13.64% | 19.59%-6.0pp | 29.45%-15.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,630 | $1,687+55.9% | $2,842-7.5% | $2,565+2.5% |
| Participant deferral / active EE | $4,108 | $2,842+44.5% | $4,048+1.5% | $3,952+4.0% |
| Admin fee / account holder | $1,968 | $4,557-56.8% | $6,066-67.6% | $6,260-68.6% |