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 | $161,928 | $111,754+44.9% | $103,333+56.7% | $145,922+11.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,732 | $4,212-11.4% | $3,868-3.5% | $4,660-19.9% |
| Participant deferral / active EE | $7,369 | $5,619+31.2% | $5,057+45.7% | $6,688+10.2% |
| Admin fee / account holder | $14,011 | $9,750+43.7% | $8,355+67.7% | $13,397+4.6% |