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 | $150,949 | $162,781-7.3% | $133,956+12.7% | $158,922-5.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.60% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $11,364 | $4,975+128.4% | $3,919+190.0% | $4,761+138.7% |
| Participant deferral / active EE | $2,355 | $5,911-60.2% | $5,048-53.3% | $5,982-60.6% |
| Admin fee / account holder | $13,863 | $11,736+18.1% | $8,927+55.3% | $11,246+23.3% |