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 | $183,965 | $95,416+92.8% | $185,823-1.0% | $85,850+114.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.65% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,001 | $3,314+20.7% | $5,167-22.6% | $2,565+56.0% |
| Participant deferral / active EE | $8,518 | $3,423+148.8% | $5,568+53.0% | $3,952+115.6% |
| Admin fee / account holder | $6,209 | $7,213-13.9% | $16,237-61.8% | $6,260-0.8% |