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 | $178,760 | $154,117+16.0% | $129,995+37.5% | $139,434+28.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.69% | 32.48%-15.8pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $11,277 | $5,289+113.2% | $4,320+161.1% | $4,751+137.4% |
| Participant deferral / active EE | $3,044 | $6,710-54.6% | $5,820-47.7% | $6,710-54.6% |
| Admin fee / account holder | $1,315 | $14,007-90.6% | $10,614-87.6% | $11,403-88.5% |