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 | $165,998 | $117,381+41.4% | $99,443+66.9% | $152,861+8.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.64% | 31.87%-15.2pp | 30.72%-14.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $16,535 | $3,013+448.8% | $2,540+551.1% | $4,762+247.2% |
| Participant deferral / active EE | $12,666 | $4,086+210.0% | $3,619+250.0% | $5,850+116.5% |
| Admin fee / account holder | $1,331 | $7,631-82.6% | $6,250-78.7% | $11,596-88.5% |