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 | $155,832 | $70,428+121.3% | $96,562+61.4% | $85,850+81.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.11% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,538 | $1,413+79.6% | $2,356+7.7% | $2,565-1.1% |
| Participant deferral / active EE | $8,693 | $2,894+200.4% | $3,849+125.8% | $3,952+120.0% |
| Admin fee / account holder | $69,273 | $4,997+1286.4% | $6,181+1020.8% | $6,260+1006.6% |