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 | $159,563 | $91,190+75.0% | $178,490-10.6% | $79,858+99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.35% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,956 | $3,256-39.9% | $5,011-61.0% | $2,471-20.8% |
| Participant deferral / active EE | $7,371 | $3,236+127.8% | $5,202+41.7% | $3,740+97.1% |
| Admin fee / account holder | $3,744 | $6,751-44.5% | $13,984-73.2% | $5,306-29.4% |