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 | $176,188 | $91,190+93.2% | $178,490-1.3% | $79,858+120.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.17% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,143 | $3,256+58.0% | $5,011+2.6% | $2,471+108.2% |
| Participant deferral / active EE | $6,228 | $3,236+92.5% | $5,202+19.7% | $3,740+66.5% |
| Admin fee / account holder | $3,301 | $6,751-51.1% | $13,984-76.4% | $5,306-37.8% |