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 | $169,597 | $106,749+58.9% | $145,433+16.6% | $82,448+105.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.29% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $11,349 | $3,444+229.5% | $4,554+149.2% | $2,551+344.9% |
| Participant deferral / active EE | $9,676 | $6,519+48.4% | $7,897+22.5% | $4,139+133.8% |
| Admin fee / account holder | $2,261 | $8,390-73.1% | $13,129-82.8% | $7,234-68.7% |