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 | $181,574 | $78,422+131.5% | $95,952+89.2% | $79,858+127.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.50% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $4,561 | $1,945+134.5% | $2,541+79.5% | $2,471+84.6% |
| Participant deferral / active EE | $3,158 | $3,440-8.2% | $4,167-24.2% | $3,740-15.6% |
| Admin fee / account holder | $1,852 | $5,622-67.1% | $6,795-72.7% | $5,306-65.1% |