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 | $177,391 | $104,251+70.2% | $91,001+94.9% | $147,584+20.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.54% | 27.06%-8.5pp | 4.60%+13.9pp | 578.55%-560.0pp |
| Employer contribution / active EE | $11,715 | $3,116+276.0% | $2,456+377.1% | $4,876+140.3% |
| Participant deferral / active EE | $11,847 | $4,195+182.4% | $3,547+234.0% | $5,439+117.8% |
| Admin fee / account holder | $1,820 | $8,948-79.7% | $5,417-66.4% | $10,885-83.3% |