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 | $147,941 | $115,770+27.8% | $101,248+46.1% | $158,922-6.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.37% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $11,164 | $4,175+167.4% | $3,660+205.1% | $4,761+134.5% |
| Participant deferral / active EE | $10,071 | $4,957+103.2% | $4,370+130.5% | $5,982+68.4% |
| Admin fee / account holder | $8,717 | $7,245+20.3% | $5,945+46.6% | $11,246-22.5% |