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 | $144,617 | $106,515+35.8% | $96,683+49.6% | $139,434+3.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.13% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $5,585 | $4,103+36.1% | $3,737+49.5% | $4,751+17.6% |
| Participant deferral / active EE | $8,706 | $5,454+59.6% | $4,878+78.5% | $6,710+29.7% |
| Admin fee / account holder | $16,938 | $7,877+115.0% | $6,730+151.7% | $11,403+48.5% |