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 | $139,125 | $157,256-11.5% | $141,162-1.4% | $152,861-9.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.29% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $12,184 | $5,261+131.6% | $4,735+157.3% | $4,762+155.8% |
| Participant deferral / active EE | $12,550 | $7,109+76.5% | $6,709+87.1% | $5,850+114.5% |
| Admin fee / account holder | $13,549 | $12,120+11.8% | $10,261+32.0% | $11,596+16.8% |