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 | $160,078 | $111,754+43.2% | $103,333+54.9% | $145,922+9.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.44% | 24.77%+5.7pp | 24.88%+5.6pp | 561.29%-530.8pp |
| Employer contribution / active EE | $5,520 | $4,212+31.0% | $3,868+42.7% | $4,660+18.5% |
| Participant deferral / active EE | $8,423 | $5,619+49.9% | $5,057+66.5% | $6,688+25.9% |
| Admin fee / account holder | $56,563 | $9,750+480.1% | $8,355+577.0% | $13,397+322.2% |