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 | $153,264 | $92,798+65.2% | $96,707+58.5% | $137,256+11.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 14.65% | 31.24%-16.6pp | 34.78%-20.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $11,275 | $4,147+171.8% | $4,191+169.0% | $4,156+171.3% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,926 | $7,946+226.3% | $7,503+245.5% | $12,270+111.3% |