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 | $148,408 | $110,257+34.6% | $96,544+53.7% | $139,434+6.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.72% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,106 | $3,620+68.7% | $2,965+106.0% | $4,751+28.5% |
| Participant deferral / active EE | $14,090 | $5,548+154.0% | $4,851+190.5% | $6,710+110.0% |
| Admin fee / account holder | $58,461 | $11,591+404.4% | $8,252+608.4% | $11,403+412.7% |