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 | $162,027 | $102,828+57.6% | $105,387+53.7% | $152,861+6.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.76% | 20.85%-5.1pp | 26.82%-11.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $10,158 | $4,473+127.1% | $4,213+141.1% | $4,762+113.3% |
| Participant deferral / active EE | $7,988 | $5,465+46.2% | $5,502+45.2% | $5,850+36.5% |
| Admin fee / account holder | $1,807 | $8,683-79.2% | $6,559-72.4% | $11,596-84.4% |