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 5-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 | $146,680 | $111,754+31.3% | $103,333+41.9% | $145,922+0.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.44% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $47,147 | $4,212+1019.2% | $3,868+1118.9% | $4,660+911.8% |
| Participant deferral / active EE | $17,850 | $5,619+217.7% | $5,057+252.9% | $6,688+166.9% |
| Admin fee / account holder | $1,107 | $9,750-88.7% | $8,355-86.8% | $13,397-91.7% |