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 | $173,643 | $72,492+139.5% | $87,100+99.4% | $72,985+137.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.67% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $5,583 | $1,894+194.8% | $2,521+121.4% | $2,440+128.8% |
| Participant deferral / active EE | $2,639 | $3,270-19.3% | $4,049-34.8% | $3,607-26.9% |
| Admin fee / account holder | $49,276 | $5,055+874.8% | $7,497+557.3% | $5,124+861.6% |