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 | $141,575 | $104,251+35.8% | $91,001+55.6% | $147,584-4.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.99% | 27.06%-8.1pp | 4.60%+14.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $7,686 | $3,116+146.7% | $2,456+213.0% | $4,876+57.6% |
| Participant deferral / active EE | $18,000 | $4,195+329.1% | $3,547+407.4% | $5,439+231.0% |
| Admin fee / account holder | $1,579 | $8,948-82.4% | $5,417-70.9% | $10,885-85.5% |