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 | $149,335 | $76,552+95.1% | $123,892+20.5% | $62,891+137.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.70% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $6,417 | $2,883+122.6% | $4,617+39.0% | $2,281+181.3% |
| Participant deferral / active EE | $6,545 | $4,840+35.2% | $5,984+9.4% | $3,203+104.3% |
| Admin fee / account holder | $4,376 | $4,826-9.3% | $8,357-47.6% | $4,296+1.9% |