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 | $157,437 | $95,416+65.0% | $185,823-15.3% | $85,850+83.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.74% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,662 | $3,314-19.7% | $5,167-48.5% | $2,565+3.8% |
| Participant deferral / active EE | $7,695 | $3,423+124.8% | $5,568+38.2% | $3,952+94.7% |
| Admin fee / account holder | $1,120 | $7,213-84.5% | $16,237-93.1% | $6,260-82.1% |