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 | $160,364 | $95,416+68.1% | $185,823-13.7% | $85,850+86.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.08% | 23.59%-6.5pp | 122.05%-105.0pp | 318.53%-301.5pp |
| Employer contribution / active EE | $5,790 | $3,314+74.7% | $5,167+12.0% | $2,565+125.7% |
| Participant deferral / active EE | $3,409 | $3,423-0.4% | $5,568-38.8% | $3,952-13.7% |
| Admin fee / account holder | $612 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |