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 | $183,123 | $155,788+17.5% | $124,672+46.9% | $167,490+9.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.06% | 17.97%+1.1pp | 5142.93%-5123.9pp | 478.56%-459.5pp |
| Employer contribution / active EE | $9,807 | $4,163+135.6% | $3,324+195.1% | $4,837+102.7% |
| Participant deferral / active EE | $8,800 | $5,673+55.1% | $4,614+90.7% | $6,341+38.8% |
| Admin fee / account holder | $887 | $9,531-90.7% | $7,493-88.2% | $12,309-92.8% |