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 | $227,441 | $111,754+103.5% | $103,333+120.1% | $145,922+55.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $5,193 | $4,212+23.3% | $3,868+34.3% | $4,660+11.4% |
| Participant deferral / active EE | $13,175 | $5,619+134.5% | $5,057+160.5% | $6,688+97.0% |
| Admin fee / account holder | $574 | $9,750-94.1% | $8,355-93.1% | $13,397-95.7% |