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 | $162,699 | $91,190+78.4% | $178,490-8.8% | $79,858+103.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.05% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $6,838 | $3,256+110.0% | $5,011+36.5% | $2,471+176.7% |
| Participant deferral / active EE | $5,358 | $3,236+65.6% | $5,202+3.0% | $3,740+43.3% |
| Admin fee / account holder | $885 | $6,751-86.9% | $13,984-93.7% | $5,306-83.3% |