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 | $180,703 | $69,207+161.1% | $64,056+182.1% | $139,434+29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.68% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $13,898 | $3,182+336.7% | $2,747+406.0% | $4,751+192.5% |
| Participant deferral / active EE | $14,288 | $4,682+205.2% | $3,880+268.2% | $6,710+112.9% |
| Admin fee / account holder | $17,162 | $4,244+304.4% | $3,068+459.4% | $11,403+50.5% |