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 | $165,955 | $202,432-18.0% | $169,368-2.0% | $139,434+19.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.91% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $8,247 | $4,692+75.7% | $4,013+105.5% | $4,751+73.6% |
| Participant deferral / active EE | $7,941 | $6,938+14.4% | $6,221+27.6% | $6,710+18.3% |
| Admin fee / account holder | $1,992 | $10,708-81.4% | $9,003-77.9% | $11,403-82.5% |