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 | $136,991 | $148,534-7.8% | $135,903+0.8% | $139,434-1.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.12% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $4,252 | $5,243-18.9% | $4,856-12.4% | $4,751-10.5% |
| Participant deferral / active EE | $12,490 | $8,100+54.2% | $7,758+61.0% | $6,710+86.1% |
| Admin fee / account holder | $47,976 | $12,400+286.9% | $10,762+345.8% | $11,403+320.7% |