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 | $170,903 | $67,606+152.8% | $82,313+107.6% | $70,131+143.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.64% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,752 | $1,755+113.8% | $2,428+54.5% | $2,342+60.2% |
| Participant deferral / active EE | $2,568 | $2,987-14.0% | $3,706-30.7% | $3,332-22.9% |
| Admin fee / account holder | $3,579 | $4,512-20.7% | $5,608-36.2% | $4,645-22.9% |