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 | $171,811 | $105,126+63.4% | $94,646+81.5% | $139,434+23.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.13% | 38.03%-20.9pp | 156.71%-139.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,198 | $4,106+2.3% | $3,672+14.3% | $4,751-11.6% |
| Participant deferral / active EE | $12,110 | $7,599+59.4% | $7,418+63.2% | $6,710+80.5% |
| Admin fee / account holder | $1,165 | $8,984-87.0% | $7,231-83.9% | $11,403-89.8% |