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 | $179,855 | $109,327+64.5% | $89,391+101.2% | $158,922+13.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.15% | 345.68%-327.5pp | 245.62%-227.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,632 | $3,170-17.0% | $2,586+1.8% | $4,761-44.7% |
| Participant deferral / active EE | $8,421 | $4,598+83.1% | $3,890+116.5% | $5,982+40.8% |
| Admin fee / account holder | $1,433 | $6,153-76.7% | $4,881-70.6% | $11,246-87.3% |