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 | $153,528 | $94,752+62.0% | $112,887+36.0% | $139,434+10.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 40.88%-28.1pp | 34.10%-21.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,929 | $4,625+28.2% | $4,563+29.9% | $4,751+24.8% |
| Participant deferral / active EE | $5,946 | $6,512-8.7% | $6,513-8.7% | $6,710-11.4% |
| Admin fee / account holder | $3,114 | $8,527-63.5% | $7,047-55.8% | $11,403-72.7% |