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 | $144,747 | $127,065+13.9% | $113,168+27.9% | $142,382+1.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.13% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,752 | $3,442-20.0% | $2,975-7.5% | $4,299-36.0% |
| Participant deferral / active EE | $10,270 | $5,716+79.7% | $5,107+101.1% | $6,507+57.8% |
| Admin fee / account holder | $51,040 | $15,736+224.4% | $12,068+322.9% | $12,624+304.3% |