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 | $175,531 | $69,207+153.6% | $64,056+174.0% | $139,434+25.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.64% | 45.88%-32.2pp | 33.69%-20.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $6,534 | $3,182+105.3% | $2,747+137.9% | $4,751+37.5% |
| Participant deferral / active EE | $10,858 | $4,682+131.9% | $3,880+179.8% | $6,710+61.8% |
| Admin fee / account holder | $2,052 | $4,244-51.6% | $3,068-33.1% | $11,403-82.0% |