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 | $144,168 | $214,378-32.8% | $200,582-28.1% | $142,382+1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.51% | 46.41%-21.9pp | 42.33%-17.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $9,670 | $6,841+41.3% | $6,419+50.6% | $4,299+124.9% |
| Participant deferral / active EE | $5,759 | $9,865-41.6% | $9,331-38.3% | $6,507-11.5% |
| Admin fee / account holder | $26,885 | $17,692+52.0% | $16,305+64.9% | $12,624+113.0% |