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 | $141,455 | $110,261+28.3% | $95,745+47.7% | $139,434+1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 27.11%-13.1pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $8,405 | $3,257+158.0% | $2,835+196.5% | $4,751+76.9% |
| Participant deferral / active EE | $7,208 | $4,676+54.2% | $4,245+69.8% | $6,710+7.4% |
| Admin fee / account holder | $871 | $6,613-86.8% | $5,678-84.7% | $11,403-92.4% |