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 | $174,129 | $110,261+57.9% | $95,745+81.9% | $139,434+24.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.15% | 27.11%-5.0pp | 28.35%-6.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,940 | $3,257+82.3% | $2,835+109.5% | $4,751+25.0% |
| Participant deferral / active EE | $2,095 | $4,676-55.2% | $4,245-50.7% | $6,710-68.8% |
| Admin fee / account holder | $3,382 | $6,613-48.9% | $5,678-40.4% | $11,403-70.3% |