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 | $166,564 | $104,251+59.8% | $91,001+83.0% | $147,584+12.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.64% | 27.06%-14.4pp | 4.60%+8.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $21,618 | $3,116+593.8% | $2,456+780.3% | $4,876+343.3% |
| Participant deferral / active EE | $6,787 | $4,195+61.8% | $3,547+91.3% | $5,439+24.8% |
| Admin fee / account holder | $1,096 | $8,948-87.8% | $5,417-79.8% | $10,885-89.9% |