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 | $189,125 | $110,261+71.5% | $95,745+97.5% | $139,434+35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.22% | 27.11%-13.9pp | 28.35%-15.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $18,957 | $3,257+482.0% | $2,835+568.8% | $4,751+299.0% |
| Participant deferral / active EE | $12,096 | $4,676+158.7% | $4,245+185.0% | $6,710+80.3% |
| Admin fee / account holder | $1,808 | $6,613-72.7% | $5,678-68.2% | $11,403-84.1% |