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 | $167,755 | $81,460+105.9% | $103,333+62.3% | $80,856+107.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.91% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,688 | $3,105+276.4% | $3,868+202.2% | $2,755+324.3% |
| Participant deferral / active EE | $4,795 | $3,869+24.0% | $5,057-5.2% | $4,296+11.6% |
| Admin fee / account holder | $49,825 | $6,566+658.8% | $8,355+496.4% | $6,918+620.2% |