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 | $160,687 | $111,814+43.7% | $103,374+55.4% | $145,959+10.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.40% | 24.77%-5.4pp | 24.89%-5.5pp | 561.95%-542.6pp |
| Employer contribution / active EE | $6,466 | $4,214+53.5% | $3,869+67.1% | $4,661+38.7% |
| Participant deferral / active EE | $11,287 | $5,618+100.9% | $5,058+123.2% | $6,689+68.8% |
| Admin fee / account holder | $3,019 | $9,754-69.1% | $8,394-64.0% | $13,398-77.5% |