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 | $148,100 | $95,803+54.6% | $113,168+30.9% | $84,808+74.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.16% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $6,952 | $2,360+194.6% | $2,975+133.7% | $2,631+164.2% |
| Participant deferral / active EE | $4,810 | $4,242+13.4% | $5,107-5.8% | $4,212+14.2% |
| Admin fee / account holder | $777 | $8,989-91.4% | $12,068-93.6% | $7,344-89.4% |