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 | $144,473 | $111,724+29.3% | $93,606+54.3% | $145,922-1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.13% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,818 | $3,090-41.2% | $2,420-24.9% | $4,660-61.0% |
| Participant deferral / active EE | $6,044 | $4,912+23.1% | $4,411+37.0% | $6,688-9.6% |
| Admin fee / account holder | $45,218 | $10,250+341.2% | $8,285+445.8% | $13,397+237.5% |