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 | $158,193 | $118,450+33.6% | $98,439+60.7% | $139,434+13.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 18.94%-3.7pp | 21.16%-5.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,107 | $3,609-69.3% | $3,048-63.7% | $4,751-76.7% |
| Participant deferral / active EE | $9,961 | $5,392+84.7% | $4,738+110.2% | $6,710+48.4% |
| Admin fee / account holder | $18,993 | $14,026+35.4% | $8,948+112.3% | $11,403+66.6% |