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 | $161,526 | $140,986+14.6% | $198,754-18.7% | $116,875+38.2% |
| Participation rate | 100.0% | 77.3%+22.7pp | 81.4%+18.6pp | 74.5%+25.5pp |
| Annual return | 18.96% | 18.14%+0.8pp | 4947.04%-4928.1pp | 16.29%+2.7pp |
| Employer contribution / active EE | $5,441 | $4,137+31.5% | $4,008+35.7% | $3,288+65.5% |
| Participant deferral / active EE | $2,400 | $3,620-33.7% | $4,138-42.0% | $3,885-38.2% |
| Admin fee / account holder | $38,647 | $11,748+229.0% | $12,082+219.9% | $12,263+215.2% |