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 | $182,018 | $185,822-2.0% | $169,993+7.1% | $139,434+30.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.17% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $19,549 | $7,590+157.6% | $6,785+188.1% | $4,751+311.5% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.3% | $6,710+347.1% |
| Admin fee / account holder | $25,925 | $15,381+68.6% | $12,815+102.3% | $11,403+127.4% |