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 | $144,511 | $111,754+29.3% | $103,333+39.8% | $145,922-1.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $15,714 | $4,212+273.0% | $3,868+306.3% | $4,660+237.2% |
| Participant deferral / active EE | $2,229 | $5,619-60.3% | $5,057-55.9% | $6,688-66.7% |
| Admin fee / account holder | $3,494 | $9,750-64.2% | $8,355-58.2% | $13,397-73.9% |