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 | $171,107 | $98,750+73.3% | $149,696+14.3% | $79,858+114.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.61% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,072 | $3,216-4.5% | $4,644-33.8% | $2,471+24.3% |
| Participant deferral / active EE | $7,058 | $5,680+24.3% | $6,842+3.2% | $3,740+88.7% |
| Admin fee / account holder | $1,134 | $6,053-81.3% | $9,309-87.8% | $5,306-78.6% |