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 | $195,656 | $140,986+38.8% | $198,754-1.6% | $116,875+67.4% |
| Participation rate | 100.0% | 77.3%+22.7pp | 81.4%+18.6pp | 74.5%+25.5pp |
| Annual return | 16.88% | 18.14%-1.3pp | 4947.04%-4930.2pp | 16.29%+0.6pp |
| Employer contribution / active EE | $13,166 | $4,137+218.3% | $4,008+228.5% | $3,288+300.5% |
| Participant deferral / active EE | $3,579 | $3,620-1.1% | $4,138-13.5% | $3,885-7.9% |
| Admin fee / account holder | $1,880 | $11,748-84.0% | $12,082-84.4% | $12,263-84.7% |