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 | $179,038 | $110,257+62.4% | $96,544+85.4% | $139,434+28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.97% | 26.32%-13.3pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $5,795 | $3,620+60.1% | $2,965+95.5% | $4,751+22.0% |
| Participant deferral / active EE | $12,222 | $5,548+120.3% | $4,851+152.0% | $6,710+82.1% |
| Admin fee / account holder | $16,891 | $11,591+45.7% | $8,252+104.7% | $11,403+48.1% |