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 | $188,432 | $118,427+59.1% | $66,042+185.3% | $142,382+32.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.16% | 35.57%-19.4pp | 52.11%-36.0pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,880 | $2,570+128.8% | $1,579+272.3% | $4,299+36.8% |
| Participant deferral / active EE | $16,414 | $4,311+280.7% | $2,835+478.9% | $6,507+152.2% |
| Admin fee / account holder | $1,476 | $9,593-84.6% | $5,747-74.3% | $12,624-88.3% |