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 | $176,966 | $101,763+73.9% | $164,866+7.3% | $80,874+118.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.80% | 16.73%-3.9pp | 69.97%-57.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,117 | $2,954-62.2% | $4,343-74.3% | $2,756-59.5% |
| Participant deferral / active EE | $11,173 | $4,477+149.6% | $6,033+85.2% | $4,297+160.0% |
| Admin fee / account holder | $8,788 | $8,228+6.8% | $12,689-30.7% | $6,935+26.7% |