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 | $159,457 | $111,301+43.3% | $112,977+41.1% | $158,922+0.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 23.53% | 26.40%-2.9pp | 24.24%-0.7pp | 302.83%-279.3pp |
| Employer contribution / active EE | $12,737 | $4,471+184.9% | $4,255+199.4% | $4,761+167.5% |
| Participant deferral / active EE | $12,625 | $5,880+114.7% | $5,836+116.3% | $5,982+111.0% |
| Admin fee / account holder | $2,307 | $8,392-72.5% | $6,294-63.3% | $11,246-79.5% |