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 | $176,640 | $124,281+42.1% | $109,143+61.8% | $167,490+5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.19% | 26.04%-6.8pp | 25.75%-6.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $24,386 | $4,207+479.6% | $3,722+555.2% | $4,837+404.1% |
| Participant deferral / active EE | $6,379 | $5,255+21.4% | $4,653+37.1% | $6,341+0.6% |
| Admin fee / account holder | $9,385 | $7,970+17.8% | $6,752+39.0% | $12,309-23.8% |