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 | $137,416 | $110,261+24.6% | $95,745+43.5% | $139,434-1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 27.11%-12.7pp | 28.35%-13.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,000 | $3,257+53.5% | $2,835+76.4% | $4,751+5.2% |
| Participant deferral / active EE | $4,433 | $4,676-5.2% | $4,245+4.4% | $6,710-33.9% |
| Admin fee / account holder | $4,708 | $6,613-28.8% | $5,678-17.1% | $11,403-58.7% |