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 | $166,547 | $117,381+41.9% | $99,443+67.5% | $152,861+9.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 10.98% | 31.87%-20.9pp | 30.72%-19.7pp | 345.32%-334.3pp |
| Employer contribution / active EE | $6,184 | $3,013+105.3% | $2,540+143.5% | $4,762+29.9% |
| Participant deferral / active EE | $3,957 | $4,086-3.2% | $3,619+9.3% | $5,850-32.4% |
| Admin fee / account holder | $36,181 | $7,631+374.1% | $6,250+478.8% | $11,596+212.0% |