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 | $140,385 | $111,754+25.6% | $103,333+35.9% | $145,922-3.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.19% | 24.77%-3.6pp | 24.88%-3.7pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,702 | $4,212+35.4% | $3,868+47.4% | $4,660+22.4% |
| Participant deferral / active EE | $16,403 | $5,619+191.9% | $5,057+224.3% | $6,688+145.3% |
| Admin fee / account holder | $811 | $9,750-91.7% | $8,355-90.3% | $13,397-93.9% |