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 | $163,729 | $81,208+101.6% | $98,907+65.5% | $79,858+105.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.81% | 60.99%-42.2pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,075 | $1,960+5.9% | $2,689-22.8% | $2,471-16.0% |
| Participant deferral / active EE | $4,285 | $3,265+31.3% | $4,244+1.0% | $3,740+14.6% |
| Admin fee / account holder | $11,113 | $6,013+84.8% | $6,642+67.3% | $5,306+109.4% |