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 | $160,166 | $91,190+75.6% | $178,490-10.3% | $79,858+100.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.23% | 24.19%-12.0pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,072 | $3,256-5.6% | $5,011-38.7% | $2,471+24.3% |
| Participant deferral / active EE | $6,898 | $3,236+113.1% | $5,202+32.6% | $3,740+84.4% |
| Admin fee / account holder | $9,466 | $6,751+40.2% | $13,984-32.3% | $5,306+78.4% |