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 | $165,602 | $89,753+84.5% | $107,525+54.0% | $84,808+95.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.50% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,320 | $3,113+38.8% | $3,754+15.1% | $2,631+64.2% |
| Participant deferral / active EE | $5,174 | $4,056+27.6% | $5,116+1.1% | $4,212+22.9% |
| Admin fee / account holder | $3,990 | $7,222-44.7% | $8,919-55.3% | $7,344-45.7% |