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 | $166,682 | $115,882+43.8% | $100,516+65.8% | $158,922+4.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.36% | 34.79%-15.4pp | 30.89%-11.5pp | 302.83%-283.5pp |
| Employer contribution / active EE | $5,983 | $4,103+45.8% | $3,418+75.1% | $4,761+25.7% |
| Participant deferral / active EE | $9,610 | $6,674+44.0% | $6,270+53.3% | $5,982+60.7% |
| Admin fee / account holder | $26,671 | $10,995+142.6% | $8,081+230.0% | $11,246+137.2% |