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 | $180,748 | $111,535+62.1% | $105,223+71.8% | $137,256+31.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.83% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,653 | $3,939-58.0% | $3,689-55.2% | $4,156-60.2% |
| Participant deferral / active EE | $13,875 | $5,500+152.3% | $5,072+173.6% | $6,407+116.6% |
| Admin fee / account holder | $547 | $9,721-94.4% | $8,859-93.8% | $12,270-95.5% |