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 | $162,478 | $111,754+45.4% | $103,333+57.2% | $145,922+11.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.12% | 24.77%-4.7pp | 24.88%-4.8pp | 561.29%-541.2pp |
| Employer contribution / active EE | $13,995 | $4,212+232.2% | $3,868+261.8% | $4,660+200.3% |
| Participant deferral / active EE | $4,858 | $5,619-13.5% | $5,057-3.9% | $6,688-27.4% |
| Admin fee / account holder | $5,198 | $9,750-46.7% | $8,355-37.8% | $13,397-61.2% |