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 | $166,918 | $91,190+83.0% | $178,490-6.5% | $79,858+109.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.99% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $8,158 | $3,256+150.6% | $5,011+62.8% | $2,471+230.2% |
| Participant deferral / active EE | $4,975 | $3,236+53.7% | $5,202-4.4% | $3,740+33.0% |
| Admin fee / account holder | $5,182 | $6,751-23.2% | $13,984-62.9% | $5,306-2.3% |