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 | $161,900 | $98,750+64.0% | $149,696+8.2% | $79,858+102.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.16% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,603 | $3,216+43.1% | $4,644-0.9% | $2,471+86.3% |
| Participant deferral / active EE | $12,728 | $5,680+124.1% | $6,842+86.0% | $3,740+240.3% |
| Admin fee / account holder | $1,057 | $6,053-82.5% | $9,309-88.6% | $5,306-80.1% |