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 | $161,388 | $85,766+88.2% | $136,294+18.4% | $70,131+130.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.39% | 31.45%-13.1pp | 5155.94%-5137.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $7,952 | $2,966+168.1% | $4,695+69.4% | $2,342+239.5% |
| Participant deferral / active EE | $3,815 | $5,051-24.5% | $6,247-38.9% | $3,332+14.5% |
| Admin fee / account holder | $1,421 | $5,420-73.8% | $9,243-84.6% | $4,645-69.4% |