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 | $188,591 | $125,758+50.0% | $169,993+10.9% | $75,163+150.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.18% | 27.20%-5.0pp | 53.37%-31.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $11,367 | $4,615+146.3% | $6,785+67.5% | $2,670+325.8% |
| Participant deferral / active EE | $12,175 | $6,837+78.1% | $10,408+17.0% | $4,125+195.1% |
| Admin fee / account holder | $37,619 | $8,173+360.3% | $12,815+193.6% | $5,651+565.7% |