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 | $167,125 | $106,515+56.9% | $96,683+72.9% | $139,434+19.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.54% | 38.43%-23.9pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $13,783 | $4,103+235.9% | $3,737+268.9% | $4,751+190.1% |
| Participant deferral / active EE | $9,477 | $5,454+73.8% | $4,878+94.3% | $6,710+41.2% |
| Admin fee / account holder | $4,206 | $7,877-46.6% | $6,730-37.5% | $11,403-63.1% |