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 | $157,118 | $83,477+88.2% | $125,175+25.5% | $72,985+115.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.31% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $10,881 | $2,345+363.9% | $3,865+181.5% | $2,440+346.0% |
| Participant deferral / active EE | $4,684 | $3,585+30.7% | $4,937-5.1% | $3,607+29.9% |
| Admin fee / account holder | $1,044 | $5,517-81.1% | $9,702-89.2% | $5,124-79.6% |