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 | $140,356 | $110,257+27.3% | $96,544+45.4% | $139,434+0.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.03% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $11,702 | $3,620+223.3% | $2,965+294.7% | $4,751+146.3% |
| Participant deferral / active EE | $7,964 | $5,548+43.6% | $4,851+64.2% | $6,710+18.7% |
| Admin fee / account holder | $4,411 | $11,591-61.9% | $8,252-46.5% | $11,403-61.3% |