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 | $157,107 | $102,616+53.1% | $81,983+91.6% | $158,922-1.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.67% | 61.04%-51.4pp | 41.31%-31.6pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,259 | $3,240+0.6% | $2,498+30.5% | $4,761-31.5% |
| Participant deferral / active EE | $8,544 | $4,648+83.8% | $3,722+129.5% | $5,982+42.8% |
| Admin fee / account holder | $13,971 | $8,235+69.7% | $5,664+146.7% | $11,246+24.2% |