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 | $157,663 | $81,460+93.5% | $103,333+52.6% | $80,856+95.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.62% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $12,244 | $3,105+294.3% | $3,868+216.5% | $2,755+344.4% |
| Participant deferral / active EE | $7,085 | $3,869+83.1% | $5,057+40.1% | $4,296+64.9% |
| Admin fee / account holder | $14,107 | $6,566+114.8% | $8,355+68.9% | $6,918+103.9% |