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 | $159,190 | $102,317+55.6% | $146,958+8.3% | $80,856+96.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.36% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,514 | $3,713-5.4% | $4,933-28.8% | $2,755+27.6% |
| Participant deferral / active EE | $10,290 | $6,644+54.9% | $8,070+27.5% | $4,296+139.5% |
| Admin fee / account holder | $16,224 | $7,941+104.3% | $12,998+24.8% | $6,918+134.5% |