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 | $146,628 | $127,065+15.4% | $113,168+29.6% | $142,382+3.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.26% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,714 | $3,442-50.2% | $2,975-42.4% | $4,299-60.1% |
| Participant deferral / active EE | $6,771 | $5,716+18.5% | $5,107+32.6% | $6,507+4.1% |
| Admin fee / account holder | $7,228 | $15,736-54.1% | $12,068-40.1% | $12,624-42.7% |