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 | $185,775 | $91,190+103.7% | $178,490+4.1% | $79,858+132.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.65% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,618 | $3,256+11.1% | $5,011-27.8% | $2,471+46.4% |
| Participant deferral / active EE | $5,653 | $3,236+74.7% | $5,202+8.7% | $3,740+51.2% |
| Admin fee / account holder | $7,897 | $6,751+17.0% | $13,984-43.5% | $5,306+48.8% |