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 | $226,459 | $106,515+112.6% | $96,683+134.2% | $139,434+62.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.87% | 38.43%-23.6pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $13,002 | $4,103+216.9% | $3,737+247.9% | $4,751+173.7% |
| Participant deferral / active EE | $2,077 | $5,454-61.9% | $4,878-57.4% | $6,710-69.1% |
| Admin fee / account holder | $1,593 | $7,877-79.8% | $6,730-76.3% | $11,403-86.0% |