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 | $177,937 | $214,378-17.0% | $200,582-11.3% | $142,382+25.0% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 13.86% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $12,668 | $6,841+85.2% | $6,419+97.4% | $4,299+194.7% |
| Participant deferral / active EE | $9,639 | $9,865-2.3% | $9,331+3.3% | $6,507+48.1% |
| Admin fee / account holder | $35,290 | $17,692+99.5% | $16,305+116.4% | $12,624+179.6% |