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 | $138,272 | $124,281+11.3% | $109,143+26.7% | $167,490-17.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.61% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $12,685 | $4,207+201.5% | $3,722+240.8% | $4,837+162.2% |
| Participant deferral / active EE | $4,440 | $5,255-15.5% | $4,653-4.6% | $6,341-30.0% |
| Admin fee / account holder | $19,542 | $7,970+145.2% | $6,752+189.4% | $12,309+58.8% |