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 | $85,662 | $185,822-53.9% | $169,993-49.6% | $139,434-38.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.53% | 60.50%-44.0pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $12,487 | $7,590+64.5% | $6,785+84.0% | $4,751+162.8% |
| Participant deferral / active EE | $14,563 | $11,622+25.3% | $10,408+39.9% | $6,710+117.0% |
| Admin fee / account holder | $19,107 | $15,381+24.2% | $12,815+49.1% | $11,403+67.6% |