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 | $169,847 | $106,515+59.5% | $96,683+75.7% | $139,434+21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.11% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,821 | $4,103-6.9% | $3,737+2.3% | $4,751-19.6% |
| Participant deferral / active EE | $15,794 | $5,454+189.6% | $4,878+223.8% | $6,710+135.4% |
| Admin fee / account holder | $7,143 | $7,877-9.3% | $6,730+6.1% | $11,403-37.4% |