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 | $166,031 | $98,240+69.0% | $82,313+101.7% | $147,584+12.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.39% | 30.85%-16.5pp | 25.88%-11.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $8,016 | $3,192+151.1% | $2,428+230.1% | $4,876+64.4% |
| Participant deferral / active EE | $7,206 | $4,383+64.4% | $3,706+94.4% | $5,439+32.5% |
| Admin fee / account holder | $12,959 | $8,563+51.3% | $5,608+131.1% | $10,885+19.1% |