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 | $139,014 | $100,901+37.8% | $75,670+83.7% | $147,584-5.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 9.89% | 35.78%-25.9pp | 27.34%-17.5pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,724 | $3,253+106.7% | $2,352+185.9% | $4,876+37.9% |
| Participant deferral / active EE | $4,477 | $4,027+11.2% | $3,142+42.5% | $5,439-17.7% |
| Admin fee / account holder | $9,553 | $11,285-15.3% | $5,800+64.7% | $10,885-12.2% |