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 | $148,337 | $77,634+91.1% | $156,549-5.2% | $62,891+135.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.48% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,533 | $3,444+60.7% | $5,501+0.6% | $2,281+142.6% |
| Participant deferral / active EE | $4,643 | $3,045+52.5% | $4,871-4.7% | $3,203+45.0% |
| Admin fee / account holder | $954 | $5,561-82.8% | $13,027-92.7% | $4,296-77.8% |