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 4-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 | $149,805 | $148,978+0.6% | $200,582-25.3% | $84,808+76.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 25.90% | 28.16%-2.3pp | 42.33%-16.4pp | 40.90%-15.0pp |
| Employer contribution / active EE | $20,738 | $4,815+330.7% | $6,419+223.1% | $2,631+688.2% |
| Participant deferral / active EE | $18,430 | $7,142+158.0% | $9,331+97.5% | $4,212+337.6% |
| Admin fee / account holder | $2,935 | $13,977-79.0% | $16,305-82.0% | $7,344-60.0% |