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 | $150,445 | $96,484+55.9% | $75,886+98.2% | $152,861-1.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.77% | 33.98%-14.2pp | 30.76%-11.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $11,460 | $3,309+246.3% | $2,500+358.3% | $4,762+140.6% |
| Participant deferral / active EE | $16,966 | $4,553+272.6% | $3,603+370.9% | $5,850+190.0% |
| Admin fee / account holder | $16,232 | $8,078+100.9% | $5,418+199.6% | $11,596+40.0% |