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 | $155,109 | $106,515+45.6% | $96,683+60.4% | $139,434+11.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.65% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $6,261 | $4,103+52.6% | $3,737+67.6% | $4,751+31.8% |
| Participant deferral / active EE | $11,497 | $5,454+110.8% | $4,878+135.7% | $6,710+71.3% |
| Admin fee / account holder | $7,450 | $7,877-5.4% | $6,730+10.7% | $11,403-34.7% |