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 | $172,562 | $116,175+48.5% | $93,606+84.3% | $152,861+12.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.15% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,841 | $3,218+81.5% | $2,718+114.9% | $4,762+22.7% |
| Participant deferral / active EE | $2,591 | $4,603-43.7% | $4,069-36.3% | $5,850-55.7% |
| Admin fee / account holder | $7,969 | $10,748-25.9% | $7,888+1.0% | $11,596-31.3% |