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 | $160,378 | $106,515+50.6% | $96,683+65.9% | $139,434+15.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.77% | 38.43%-22.7pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $14,246 | $4,103+247.2% | $3,737+281.2% | $4,751+199.9% |
| Participant deferral / active EE | $7,733 | $5,454+41.8% | $4,878+58.5% | $6,710+15.2% |
| Admin fee / account holder | $1,634 | $7,877-79.3% | $6,730-75.7% | $11,403-85.7% |