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 | $170,889 | $80,717+111.7% | $154,803+10.4% | $84,808+101.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.17% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,874 | $2,761+4.1% | $4,305-33.3% | $2,631+9.2% |
| Participant deferral / active EE | $4,810 | $3,303+45.6% | $5,540-13.2% | $4,212+14.2% |
| Admin fee / account holder | $20,208 | $6,746+199.6% | $14,329+41.0% | $7,344+175.2% |