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 | $195,360 | $127,777+52.9% | $106,548+83.4% | $167,490+16.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.55% | 33.87%-21.3pp | 26.80%-14.3pp | 478.56%-466.0pp |
| Employer contribution / active EE | $5,139 | $3,427+50.0% | $2,819+82.3% | $4,837+6.2% |
| Participant deferral / active EE | $12,188 | $5,087+139.6% | $4,398+177.1% | $6,341+92.2% |
| Admin fee / account holder | $24,344 | $11,228+116.8% | $7,407+228.7% | $12,309+97.8% |