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 | $164,486 | $91,190+80.4% | $178,490-7.8% | $79,858+106.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.69% | 24.19%+2.5pp | 151.07%-124.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $9,154 | $3,256+181.2% | $5,011+82.7% | $2,471+270.5% |
| Participant deferral / active EE | $5,629 | $3,236+73.9% | $5,202+8.2% | $3,740+50.5% |
| Admin fee / account holder | $926 | $6,751-86.3% | $13,984-93.4% | $5,306-82.6% |