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 | $159,935 | $116,175+37.7% | $93,606+70.9% | $152,861+4.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.50% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,974 | $3,218+116.7% | $2,718+156.6% | $4,762+46.4% |
| Participant deferral / active EE | $14,063 | $4,603+205.5% | $4,069+245.6% | $5,850+140.4% |
| Admin fee / account holder | $11,833 | $10,748+10.1% | $7,888+50.0% | $11,596+2.0% |