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 | $160,873 | $91,190+76.4% | $178,490-9.9% | $79,858+101.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.75% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $8,460 | $3,256+159.8% | $5,011+68.8% | $2,471+242.4% |
| Participant deferral / active EE | $5,808 | $3,236+79.5% | $5,202+11.7% | $3,740+55.3% |
| Admin fee / account holder | $13,016 | $6,751+92.8% | $13,984-6.9% | $5,306+145.3% |