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 | $180,627 | $103,376+74.7% | $87,100+107.4% | $152,861+18.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.03% | 28.10%-14.1pp | 28.19%-14.2pp | 345.32%-331.3pp |
| Employer contribution / active EE | $13,784 | $3,220+328.0% | $2,521+446.7% | $4,762+189.4% |
| Participant deferral / active EE | $8,071 | $4,778+68.9% | $4,049+99.4% | $5,850+38.0% |
| Admin fee / account holder | $3,339 | $12,205-72.6% | $7,497-55.5% | $11,596-71.2% |