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 | $150,114 | $127,065+18.1% | $113,168+32.6% | $142,382+5.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.70% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,640 | $3,442+122.0% | $2,975+156.8% | $4,299+77.7% |
| Participant deferral / active EE | $6,587 | $5,716+15.2% | $5,107+29.0% | $6,507+1.2% |
| Admin fee / account holder | $885 | $15,736-94.4% | $12,068-92.7% | $12,624-93.0% |