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 | $150,379 | $85,766+75.3% | $136,294+10.3% | $70,131+114.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.82% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,570 | $2,966+20.4% | $4,695-24.0% | $2,342+52.4% |
| Participant deferral / active EE | $5,228 | $5,051+3.5% | $6,247-16.3% | $3,332+56.9% |
| Admin fee / account holder | $2,504 | $5,420-53.8% | $9,243-72.9% | $4,645-46.1% |