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 | $166,940 | $80,717+106.8% | $154,803+7.8% | $84,808+96.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.83% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $15,829 | $2,761+473.2% | $4,305+267.6% | $2,631+501.6% |
| Participant deferral / active EE | $4,661 | $3,303+41.1% | $5,540-15.9% | $4,212+10.7% |
| Admin fee / account holder | $9,311 | $6,746+38.0% | $14,329-35.0% | $7,344+26.8% |