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 | $155,508 | $100,773+54.3% | $88,946+74.8% | $142,382+9.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.94% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,136 | $2,918+7.5% | $2,555+22.8% | $4,299-27.0% |
| Participant deferral / active EE | $14,576 | $5,230+178.7% | $4,581+218.1% | $6,507+124.0% |
| Admin fee / account holder | $6,797 | $9,693-29.9% | $8,261-17.7% | $12,624-46.2% |