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 | $176,491 | $149,679+17.9% | $117,039+50.8% | $147,584+19.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.04% | 19.31%-4.3pp | 18.95%-3.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $10,000 | $4,937+102.6% | $3,785+164.2% | $4,876+105.1% |
| Participant deferral / active EE | $4,839 | $4,912-1.5% | $3,929+23.2% | $5,439-11.0% |
| Admin fee / account holder | $20,418 | $7,856+159.9% | $5,974+241.8% | $10,885+87.6% |