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 | $164,710 | $127,065+29.6% | $113,168+45.5% | $142,382+15.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.07% | 24.03%-13.0pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $13,591 | $3,442+294.9% | $2,975+356.8% | $4,299+216.1% |
| Participant deferral / active EE | $10,133 | $5,716+77.3% | $5,107+98.4% | $6,507+55.7% |
| Admin fee / account holder | $5,258 | $15,736-66.6% | $12,068-56.4% | $12,624-58.3% |