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 | $164,972 | $140,940+17.1% | $112,229+47.0% | $139,434+18.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.08% | 32.71%-15.6pp | 30.20%-13.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $7,992 | $4,283+86.6% | $3,430+133.0% | $4,751+68.2% |
| Participant deferral / active EE | $7,223 | $5,874+23.0% | $4,798+50.6% | $6,710+7.6% |
| Admin fee / account holder | $504 | $9,954-94.9% | $7,748-93.5% | $11,403-95.6% |