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 | $169,987 | $108,825+56.2% | $156,181+8.8% | $82,448+106.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.32% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,994 | $2,870+39.2% | $4,294-7.0% | $2,551+56.6% |
| Participant deferral / active EE | $9,945 | $4,577+117.3% | $6,132+62.2% | $4,139+140.3% |
| Admin fee / account holder | $10,978 | $9,341+17.5% | $14,586-24.7% | $7,234+51.7% |