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 | $171,453 | $109,817+56.1% | $98,442+74.2% | $167,490+2.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.90% | 1956.69%-1945.8pp | 1492.73%-1481.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,969 | $3,224-7.9% | $2,960+0.3% | $4,837-38.6% |
| Participant deferral / active EE | $5,820 | $4,673+24.5% | $4,276+36.1% | $6,341-8.2% |
| Admin fee / account holder | $1,740 | $6,753-74.2% | $5,949-70.7% | $12,309-85.9% |