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 | $185,492 | $111,754+66.0% | $103,333+79.5% | $145,922+27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 24.77%-10.0pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $10,346 | $4,212+145.6% | $3,868+167.5% | $4,660+122.0% |
| Participant deferral / active EE | $8,711 | $5,619+55.0% | $5,057+72.2% | $6,688+30.3% |
| Admin fee / account holder | $1,199 | $9,750-87.7% | $8,355-85.6% | $13,397-91.1% |