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 | $172,715 | $85,766+101.4% | $136,294+26.7% | $70,131+146.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.21% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,872 | $2,966+30.5% | $4,695-17.5% | $2,342+65.3% |
| Participant deferral / active EE | $10,053 | $5,051+99.0% | $6,247+60.9% | $3,332+201.7% |
| Admin fee / account holder | $1,330 | $5,420-75.5% | $9,243-85.6% | $4,645-71.4% |