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 | $150,398 | $140,940+6.7% | $112,229+34.0% | $139,434+7.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.77% | 32.71%-10.9pp | 30.20%-8.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $15,541 | $4,283+262.8% | $3,430+353.1% | $4,751+227.1% |
| Participant deferral / active EE | $6,631 | $5,874+12.9% | $4,798+38.2% | $6,710-1.2% |
| Admin fee / account holder | $596 | $9,954-94.0% | $7,748-92.3% | $11,403-94.8% |