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 | $148,966 | $140,940+5.7% | $112,229+32.7% | $139,434+6.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.07% | 32.71%-20.6pp | 30.20%-18.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,889 | $4,283+14.1% | $3,430+42.5% | $4,751+2.9% |
| Participant deferral / active EE | $16,835 | $5,874+186.6% | $4,798+250.9% | $6,710+150.9% |
| Admin fee / account holder | $2,292 | $9,954-77.0% | $7,748-70.4% | $11,403-79.9% |