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 | $162,545 | $93,571+73.7% | $135,903+19.6% | $75,163+116.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.42% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,074 | $3,537+15.2% | $4,856-16.1% | $2,670+52.6% |
| Participant deferral / active EE | $11,404 | $6,404+78.1% | $7,758+47.0% | $4,125+176.5% |
| Admin fee / account holder | $4,958 | $6,975-28.9% | $10,762-53.9% | $5,651-12.3% |