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 | $176,428 | $148,978+18.4% | $200,582-12.0% | $84,808+108.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.38% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $12,353 | $4,815+156.5% | $6,419+92.4% | $2,631+369.5% |
| Participant deferral / active EE | $10,565 | $7,142+47.9% | $9,331+13.2% | $4,212+150.8% |
| Admin fee / account holder | $528 | $13,977-96.2% | $16,305-96.8% | $7,344-92.8% |