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 | $143,306 | $77,634+84.6% | $156,549-8.5% | $62,891+127.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.64% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,116 | $3,444+77.6% | $5,501+11.2% | $2,281+168.1% |
| Participant deferral / active EE | $5,349 | $3,045+75.6% | $4,871+9.8% | $3,203+67.0% |
| Admin fee / account holder | $2,332 | $5,561-58.1% | $13,027-82.1% | $4,296-45.7% |