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 | $169,278 | $81,208+108.4% | $98,907+71.1% | $79,858+112.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.70% | 60.99%-45.3pp | 196.43%-180.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $9,801 | $1,960+400.1% | $2,689+264.5% | $2,471+296.7% |
| Participant deferral / active EE | $13,029 | $3,265+299.0% | $4,244+207.0% | $3,740+248.4% |
| Admin fee / account holder | $4,430 | $6,013-26.3% | $6,642-33.3% | $5,306-16.5% |