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 | $221,343 | $110,261+100.7% | $95,745+131.2% | $139,434+58.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.46% | 27.11%-8.6pp | 28.35%-9.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,372 | $3,257+3.5% | $2,835+19.0% | $4,751-29.0% |
| Participant deferral / active EE | $9,094 | $4,676+94.5% | $4,245+114.2% | $6,710+35.5% |
| Admin fee / account holder | $774 | $6,613-88.3% | $5,678-86.4% | $11,403-93.2% |