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 | $167,147 | $70,475+137.2% | $100,516+66.3% | $79,858+109.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 22.22% | 21.90%+0.3pp | 30.89%-8.7pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,523 | $2,165+16.6% | $3,418-26.2% | $2,471+2.1% |
| Participant deferral / active EE | $3,529 | $5,181-31.9% | $6,270-43.7% | $3,740-5.6% |
| Admin fee / account holder | $2,116 | $4,478-52.8% | $8,081-73.8% | $5,306-60.1% |