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 | $152,764 | $173,345-11.9% | $136,007+12.3% | $145,922+4.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 1163.32%-1145.5pp | 579.32%-561.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $17,597 | $5,278+233.4% | $4,217+317.3% | $4,660+277.7% |
| Participant deferral / active EE | $37,969 | $8,699+336.5% | $7,025+440.5% | $6,688+467.7% |
| Admin fee / account holder | $4,861 | $9,954-51.2% | $6,858-29.1% | $13,397-63.7% |