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 | $174,938 | $154,117+13.5% | $129,995+34.6% | $139,434+25.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 32.48%-18.9pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $9,198 | $5,289+73.9% | $4,320+112.9% | $4,751+93.6% |
| Participant deferral / active EE | $15,620 | $6,710+132.8% | $5,820+168.4% | $6,710+132.8% |
| Admin fee / account holder | $568 | $14,007-95.9% | $10,614-94.7% | $11,403-95.0% |