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 | $184,994 | $88,672+108.6% | $105,223+75.8% | $82,448+124.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.13% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,385 | $3,048+11.0% | $3,689-8.2% | $2,551+32.7% |
| Participant deferral / active EE | $3,537 | $4,036-12.4% | $5,072-30.3% | $4,139-14.6% |
| Admin fee / account holder | $417 | $7,146-94.2% | $8,859-95.3% | $7,234-94.2% |