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 | $169,373 | $101,724+66.5% | $164,813+2.8% | $80,856+109.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.51% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,835 | $2,953+29.9% | $4,341-11.6% | $2,755+39.2% |
| Participant deferral / active EE | $4,323 | $4,477-3.5% | $6,031-28.3% | $4,296+0.6% |
| Admin fee / account holder | $12,077 | $8,227+46.8% | $12,690-4.8% | $6,918+74.6% |