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 | $145,707 | $157,256-7.3% | $141,162+3.2% | $152,861-4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.78% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $10,815 | $5,261+105.6% | $4,735+128.4% | $4,762+127.1% |
| Participant deferral / active EE | $10,815 | $7,109+52.1% | $6,709+61.2% | $5,850+84.9% |
| Admin fee / account holder | $1,582 | $12,120-86.9% | $10,261-84.6% | $11,596-86.4% |