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 | $147,467 | $124,281+18.7% | $109,143+35.1% | $167,490-12.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.19% | 26.04%-15.8pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $9,105 | $4,207+116.4% | $3,722+144.6% | $4,837+88.2% |
| Participant deferral / active EE | $7,451 | $5,255+41.8% | $4,653+60.1% | $6,341+17.5% |
| Admin fee / account holder | $2,490 | $7,970-68.8% | $6,752-63.1% | $12,309-79.8% |