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 | $143,590 | $77,899+84.3% | $149,673-4.1% | $75,163+91.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.63% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $6,947 | $3,137+121.4% | $4,818+44.2% | $2,670+160.2% |
| Participant deferral / active EE | $6,015 | $3,411+76.3% | $5,680+5.9% | $4,125+45.8% |
| Admin fee / account holder | $2,360 | $5,956-60.4% | $13,210-82.1% | $5,651-58.2% |