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 | $158,411 | $98,750+60.4% | $149,696+5.8% | $79,858+98.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.68% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,208 | $3,216-0.3% | $4,644-30.9% | $2,471+29.8% |
| Participant deferral / active EE | $7,830 | $5,680+37.8% | $6,842+14.4% | $3,740+109.3% |
| Admin fee / account holder | $3,192 | $6,053-47.3% | $9,309-65.7% | $5,306-39.9% |