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 | $168,159 | $80,717+108.3% | $154,803+8.6% | $84,808+98.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 26.82% | 37.96%-11.1pp | 58.88%-32.1pp | 40.90%-14.1pp |
| Employer contribution / active EE | $4,348 | $2,761+57.5% | $4,305+1.0% | $2,631+65.3% |
| Participant deferral / active EE | $5,690 | $3,303+72.3% | $5,540+2.7% | $4,212+35.1% |
| Admin fee / account holder | $5,052 | $6,746-25.1% | $14,329-64.7% | $7,344-31.2% |