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 | $155,542 | $72,177+115.5% | $115,037+35.2% | $59,632+160.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 11.96% | 12.02%-0.1pp | 26.14%-14.2pp | 2041.28%-2029.3pp |
| Employer contribution / active EE | $6,563 | $2,841+131.0% | $4,608+42.4% | $2,203+197.9% |
| Participant deferral / active EE | $12,882 | $4,783+169.3% | $6,026+113.8% | $3,192+303.6% |
| Admin fee / account holder | $1,640 | $4,927-66.7% | $8,175-79.9% | $4,297-61.8% |