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 | $160,847 | $85,006+89.2% | $76,190+111.1% | $145,922+10.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 10.73% | 13.11%-2.4pp | 13.78%-3.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,076 | $5,265-3.6% | $4,578+10.9% | $4,660+8.9% |
| Participant deferral / active EE | $12,625 | $6,392+97.5% | $5,474+130.6% | $6,688+88.8% |
| Admin fee / account holder | $35,893 | $5,760+523.2% | $5,123+600.6% | $13,397+167.9% |