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 | $150,714 | $110,257+36.7% | $96,544+56.1% | $139,434+8.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.09% | 26.32%-9.2pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $14,334 | $3,620+296.0% | $2,965+383.5% | $4,751+201.7% |
| Participant deferral / active EE | $11,297 | $5,548+103.6% | $4,851+132.9% | $6,710+68.4% |
| Admin fee / account holder | $733 | $11,591-93.7% | $8,252-91.1% | $11,403-93.6% |