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 | $165,164 | $72,177+128.8% | $115,037+43.6% | $59,632+177.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.43% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $6,212 | $2,841+118.6% | $4,608+34.8% | $2,203+182.0% |
| Participant deferral / active EE | $6,306 | $4,783+31.9% | $6,026+4.6% | $3,192+97.6% |
| Admin fee / account holder | $8,882 | $4,927+80.3% | $8,175+8.6% | $4,297+106.7% |