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 | $178,837 | $111,754+60.0% | $103,333+73.1% | $145,922+22.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.04% | 24.77%+2.3pp | 24.88%+2.2pp | 561.29%-534.2pp |
| Employer contribution / active EE | $17,563 | $4,212+316.9% | $3,868+354.1% | $4,660+276.9% |
| Participant deferral / active EE | $11,778 | $5,619+109.6% | $5,057+132.9% | $6,688+76.1% |
| Admin fee / account holder | $1,506 | $9,750-84.6% | $8,355-82.0% | $13,397-88.8% |