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 | $142,743 | $73,933+93.1% | $96,683+47.6% | $75,163+89.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.12% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $7,610 | $2,928+159.9% | $3,737+103.7% | $2,670+185.0% |
| Participant deferral / active EE | $9,129 | $3,659+149.5% | $4,878+87.1% | $4,125+121.3% |
| Admin fee / account holder | $6,554 | $5,216+25.6% | $6,730-2.6% | $5,651+16.0% |