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 | $178,556 | $142,405+25.4% | $115,157+55.1% | $152,861+16.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.49% | 41.48%-23.0pp | 35.60%-17.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $11,225 | $4,010+179.9% | $3,179+253.1% | $4,762+135.7% |
| Participant deferral / active EE | $17,086 | $5,164+230.9% | $4,168+309.9% | $5,850+192.1% |
| Admin fee / account holder | $12,047 | $8,462+42.4% | $7,088+70.0% | $11,596+3.9% |