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 | $166,682 | $109,413+52.3% | $156,263+6.7% | $84,808+96.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.37% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,000 | $2,907+37.6% | $4,333-7.7% | $2,631+52.0% |
| Participant deferral / active EE | $4,622 | $4,590+0.7% | $6,158-25.0% | $4,212+9.7% |
| Admin fee / account holder | $1,204 | $9,357-87.1% | $14,255-91.6% | $7,344-83.6% |