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 | $188,376 | $154,117+22.2% | $129,995+44.9% | $139,434+35.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 32.48%-19.8pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $18,956 | $5,289+258.4% | $4,320+338.8% | $4,751+299.0% |
| Participant deferral / active EE | $16,216 | $6,710+141.7% | $5,820+178.6% | $6,710+141.7% |
| Admin fee / account holder | $59,724 | $14,007+326.4% | $10,614+462.7% | $11,403+423.8% |