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 | $161,936 | $89,355+81.2% | $141,162+14.7% | $72,985+121.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.17% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,036 | $3,114+29.6% | $4,735-14.8% | $2,440+65.4% |
| Participant deferral / active EE | $5,384 | $5,418-0.6% | $6,709-19.8% | $3,607+49.2% |
| Admin fee / account holder | $4,556 | $5,958-23.5% | $10,261-55.6% | $5,124-11.1% |