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 | $148,189 | $118,450+25.1% | $98,439+50.5% | $139,434+6.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 18.94%-3.2pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $10,071 | $3,609+179.0% | $3,048+230.4% | $4,751+112.0% |
| Participant deferral / active EE | $12,306 | $5,392+128.2% | $4,738+159.7% | $6,710+83.4% |
| Admin fee / account holder | $42,794 | $14,026+205.1% | $8,948+378.3% | $11,403+275.3% |