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 | $161,269 | $61,774+161.1% | $97,226+65.9% | $80,856+99.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 25.18% | -557.90%+583.1pp | 75.13%-50.0pp | 35.59%-10.4pp |
| Employer contribution / active EE | $1,996 | $1,837+8.7% | $2,729-26.9% | $2,755-27.5% |
| Participant deferral / active EE | $5,231 | $3,029+72.7% | $4,264+22.7% | $4,296+21.8% |
| Admin fee / account holder | $3,365 | $5,166-34.9% | $5,654-40.5% | $6,918-51.4% |