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 | $178,384 | $91,190+95.6% | $178,490-0.1% | $79,858+123.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.15% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,763 | $3,256+15.6% | $5,011-24.9% | $2,471+52.3% |
| Participant deferral / active EE | $5,839 | $3,236+80.4% | $5,202+12.3% | $3,740+56.1% |
| Admin fee / account holder | $17,434 | $6,751+158.2% | $13,984+24.7% | $5,306+228.6% |