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 | $169,354 | $91,190+85.7% | $178,490-5.1% | $79,858+112.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.72% | 24.19%-1.5pp | 151.07%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $5,498 | $3,256+68.9% | $5,011+9.7% | $2,471+122.5% |
| Participant deferral / active EE | $4,068 | $3,236+25.7% | $5,202-21.8% | $3,740+8.8% |
| Admin fee / account holder | $1,991 | $6,751-70.5% | $13,984-85.8% | $5,306-62.5% |