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 | $194,984 | $154,117+26.5% | $129,995+50.0% | $139,434+39.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 32.48%-19.6pp | -137.18%+150.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $16,540 | $5,289+212.7% | $4,320+282.9% | $4,751+248.1% |
| Participant deferral / active EE | $13,763 | $6,710+105.1% | $5,820+136.5% | $6,710+105.1% |
| Admin fee / account holder | $14,314 | $14,007+2.2% | $10,614+34.9% | $11,403+25.5% |