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 | $154,863 | $107,334+44.3% | $92,893+66.7% | $152,861+1.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 14.15% | 145.58%-131.4pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $4,577 | $4,221+8.4% | $3,653+25.3% | $4,762-3.9% |
| Participant deferral / active EE | $8,169 | $4,845+68.6% | $4,236+92.9% | $5,850+39.6% |
| Admin fee / account holder | $459 | $7,079-93.5% | $5,794-92.1% | $11,596-96.0% |