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 | $173,885 | $154,117+12.8% | $129,995+33.8% | $139,434+24.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.48% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $13,949 | $5,289+163.7% | $4,320+222.9% | $4,751+193.6% |
| Participant deferral / active EE | $8,996 | $6,710+34.1% | $5,820+54.6% | $6,710+34.1% |
| Admin fee / account holder | $832 | $14,007-94.1% | $10,614-92.2% | $11,403-92.7% |