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 | $150,527 | $95,416+57.8% | $185,823-19.0% | $85,850+75.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.61% | 23.59%-3.0pp | 122.05%-101.4pp | 318.53%-297.9pp |
| Employer contribution / active EE | $4,438 | $3,314+33.9% | $5,167-14.1% | $2,565+73.0% |
| Participant deferral / active EE | $3,826 | $3,423+11.7% | $5,568-31.3% | $3,952-3.2% |
| Admin fee / account holder | $5,238 | $7,213-27.4% | $16,237-67.7% | $6,260-16.3% |