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 | $148,643 | $114,237+30.1% | $119,258+24.6% | $167,490-11.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 22.76% | 29.87%-7.1pp | 30.69%-7.9pp | 478.56%-455.8pp |
| Employer contribution / active EE | $19,892 | $4,481+343.9% | $4,384+353.7% | $4,837+311.2% |
| Participant deferral / active EE | $13,260 | $6,084+118.0% | $6,111+117.0% | $6,341+109.1% |
| Admin fee / account holder | $5,077 | $8,932-43.2% | $7,226-29.7% | $12,309-58.8% |