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 | $165,959 | $98,750+68.1% | $149,696+10.9% | $79,858+107.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.62% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,993 | $3,216+24.2% | $4,644-14.0% | $2,471+61.6% |
| Participant deferral / active EE | $8,263 | $5,680+45.5% | $6,842+20.8% | $3,740+120.9% |
| Admin fee / account holder | $1,090 | $6,053-82.0% | $9,309-88.3% | $5,306-79.5% |