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 | $163,727 | $101,724+61.0% | $164,813-0.7% | $80,856+102.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.87% | 16.72%-1.8pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,921 | $2,953+66.6% | $4,341+13.4% | $2,755+78.6% |
| Participant deferral / active EE | $6,337 | $4,477+41.5% | $6,031+5.1% | $4,296+47.5% |
| Admin fee / account holder | $1,211 | $8,227-85.3% | $12,690-90.5% | $6,918-82.5% |