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 | $187,238 | $110,257+69.8% | $96,544+93.9% | $139,434+34.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.07% | 26.32%-7.2pp | 25.84%-6.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $11,977 | $3,620+230.9% | $2,965+304.0% | $4,751+152.1% |
| Participant deferral / active EE | $9,699 | $5,548+74.8% | $4,851+99.9% | $6,710+44.5% |
| Admin fee / account holder | $3,929 | $11,591-66.1% | $8,252-52.4% | $11,403-65.5% |