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 | $147,786 | $154,117-4.1% | $129,995+13.7% | $139,434+6.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.26% | 32.48%-10.2pp | -137.18%+159.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $8,803 | $5,289+66.4% | $4,320+103.8% | $4,751+85.3% |
| Participant deferral / active EE | $14,436 | $6,710+115.1% | $5,820+148.0% | $6,710+115.1% |
| Admin fee / account holder | $1,691 | $14,007-87.9% | $10,614-84.1% | $11,403-85.2% |