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 | $151,372 | $80,717+87.5% | $154,803-2.2% | $84,808+78.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.26% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,649 | $2,761+177.0% | $4,305+77.7% | $2,631+190.7% |
| Participant deferral / active EE | $4,685 | $3,303+41.8% | $5,540-15.4% | $4,212+11.2% |
| Admin fee / account holder | $3,290 | $6,746-51.2% | $14,329-77.0% | $7,344-55.2% |