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 | $154,067 | $98,750+56.0% | $149,696+2.9% | $79,858+92.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.70% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,134 | $3,216-64.7% | $4,644-75.6% | $2,471-54.1% |
| Participant deferral / active EE | $8,278 | $5,680+45.7% | $6,842+21.0% | $3,740+121.3% |
| Admin fee / account holder | $2,895 | $6,053-52.2% | $9,309-68.9% | $5,306-45.5% |