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 | $155,443 | $103,376+50.4% | $87,100+78.5% | $152,861+1.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.34% | 28.10%-5.8pp | 28.19%-5.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $13,829 | $3,220+329.4% | $2,521+448.5% | $4,762+190.4% |
| Participant deferral / active EE | $9,098 | $4,778+90.4% | $4,049+124.7% | $5,850+55.5% |
| Admin fee / account holder | $5,444 | $12,205-55.4% | $7,497-27.4% | $11,596-53.1% |