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 | $149,114 | $155,788-4.3% | $124,672+19.6% | $167,490-11.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.04% | 17.97%-4.9pp | 5142.93%-5129.9pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,118 | $4,163+22.9% | $3,324+54.0% | $4,837+5.8% |
| Participant deferral / active EE | $12,845 | $5,673+126.4% | $4,614+178.4% | $6,341+102.6% |
| Admin fee / account holder | $3,638 | $9,531-61.8% | $7,493-51.4% | $12,309-70.4% |