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 | $111,814+56.0% | $103,374+68.7% | $145,959+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 | 24.89%-6.1pp | 561.95%-543.2pp |
| Employer contribution / active EE | $7,578 | $4,214+79.8% | $3,869+95.9% | $4,661+62.6% |
| Participant deferral / active EE | $15,590 | $5,618+177.5% | $5,058+208.2% | $6,689+133.1% |
| Admin fee / account holder | $79,681 | $9,754+716.9% | $8,394+849.3% | $13,398+494.7% |