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 | $180,944 | $117,983+53.4% | $101,794+77.8% | $142,382+27.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.32% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $11,612 | $2,773+318.8% | $2,289+407.3% | $4,299+170.1% |
| Participant deferral / active EE | $14,088 | $4,714+198.9% | $4,084+244.9% | $6,507+116.5% |
| Admin fee / account holder | $2,270 | $10,433-78.2% | $8,777-74.1% | $12,624-82.0% |