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 | $174,420 | $111,754+56.1% | $103,333+68.8% | $145,922+19.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.76% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $7,578 | $4,212+79.9% | $3,868+95.9% | $4,660+62.6% |
| Participant deferral / active EE | $15,590 | $5,619+177.5% | $5,057+208.3% | $6,688+133.1% |
| Admin fee / account holder | $79,681 | $9,750+717.2% | $8,355+853.7% | $13,397+494.8% |