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 | $167,620 | $84,233+99.0% | $170,442-1.7% | $70,131+139.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.63% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,264 | $3,387-3.6% | $5,433-39.9% | $2,342+39.3% |
| Participant deferral / active EE | $4,667 | $3,086+51.3% | $4,939-5.5% | $3,332+40.1% |
| Admin fee / account holder | $5,504 | $5,698-3.4% | $13,880-60.3% | $4,645+18.5% |