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 | $145,731 | $117,381+24.2% | $99,443+46.5% | $152,861-4.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.68% | 31.87%-13.2pp | 30.72%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $4,734 | $3,013+57.1% | $2,540+86.4% | $4,762-0.6% |
| Participant deferral / active EE | $2,696 | $4,086-34.0% | $3,619-25.5% | $5,850-53.9% |
| Admin fee / account holder | $477 | $7,631-93.8% | $6,250-92.4% | $11,596-95.9% |