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 | $184,053 | $110,257+66.9% | $96,544+90.6% | $139,434+32.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.09% | 26.32%-9.2pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $6,431 | $3,620+77.7% | $2,965+116.9% | $4,751+35.4% |
| Participant deferral / active EE | $7,853 | $5,548+41.6% | $4,851+61.9% | $6,710+17.0% |
| Admin fee / account holder | $59,268 | $11,591+411.3% | $8,252+618.2% | $11,403+419.8% |