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 | $148,134 | $183,519-19.3% | $155,509-4.7% | $145,922+1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $8,138 | $5,313+53.2% | $4,672+74.2% | $4,660+74.6% |
| Participant deferral / active EE | $9,333 | $6,462+44.4% | $5,626+65.9% | $6,688+39.6% |
| Admin fee / account holder | $7,255 | $19,313-62.4% | $15,912-54.4% | $13,397-45.8% |