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 | $147,686 | $110,257+33.9% | $96,544+53.0% | $139,434+5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.56% | 26.32%-14.8pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $17,984 | $3,620+396.8% | $2,965+506.5% | $4,751+278.5% |
| Participant deferral / active EE | $10,412 | $5,548+87.7% | $4,851+114.6% | $6,710+55.2% |
| Admin fee / account holder | $152,128 | $11,591+1212.4% | $8,252+1743.5% | $11,403+1234.2% |