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 | $157,362 | $98,750+59.4% | $149,696+5.1% | $79,858+97.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.13% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $9,100 | $3,216+182.9% | $4,644+95.9% | $2,471+268.3% |
| Participant deferral / active EE | $7,840 | $5,680+38.0% | $6,842+14.6% | $3,740+109.6% |
| Admin fee / account holder | $1,232 | $6,053-79.6% | $9,309-86.8% | $5,306-76.8% |