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 | $171,424 | $105,126+63.1% | $94,646+81.1% | $139,434+22.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.35% | 38.03%-21.7pp | 156.71%-140.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $8,968 | $4,106+118.4% | $3,672+144.2% | $4,751+88.8% |
| Participant deferral / active EE | $8,841 | $7,599+16.3% | $7,418+19.2% | $6,710+31.8% |
| Admin fee / account holder | $6,566 | $8,984-26.9% | $7,231-9.2% | $11,403-42.4% |