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 | $151,606 | $124,281+22.0% | $109,143+38.9% | $167,490-9.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.07% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $5,132 | $4,207+22.0% | $3,722+37.9% | $4,837+6.1% |
| Participant deferral / active EE | $5,965 | $5,255+13.5% | $4,653+28.2% | $6,341-5.9% |
| Admin fee / account holder | $7,144 | $7,970-10.4% | $6,752+5.8% | $12,309-42.0% |