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 | $162,655 | $102,828+58.2% | $105,387+54.3% | $152,861+6.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.83% | 20.85%-4.0pp | 26.82%-10.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $9,211 | $4,473+105.9% | $4,213+118.6% | $4,762+93.4% |
| Participant deferral / active EE | $6,410 | $5,465+17.3% | $5,502+16.5% | $5,850+9.6% |
| Admin fee / account holder | $3,622 | $8,683-58.3% | $6,559-44.8% | $11,596-68.8% |