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 | $151,205 | $86,286+75.2% | $111,297+35.9% | $85,850+76.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.01% | 19.99%-2.0pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $3,841 | $2,043+88.0% | $2,731+40.7% | $2,565+49.8% |
| Participant deferral / active EE | $4,827 | $3,641+32.6% | $4,487+7.6% | $3,952+22.2% |
| Admin fee / account holder | $3,845 | $8,188-53.0% | $7,964-51.7% | $6,260-38.6% |