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 | $177,392 | $117,381+51.1% | $99,443+78.4% | $152,861+16.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 9.78% | 31.87%-22.1pp | 30.72%-20.9pp | 345.32%-335.5pp |
| Employer contribution / active EE | $9,304 | $3,013+208.8% | $2,540+266.3% | $4,762+95.4% |
| Participant deferral / active EE | $5,518 | $4,086+35.1% | $3,619+52.5% | $5,850-5.7% |
| Admin fee / account holder | $1,240 | $7,631-83.7% | $6,250-80.2% | $11,596-89.3% |