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 | $155,480 | $104,251+49.1% | $91,001+70.9% | $147,584+5.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.34% | 27.06%-11.7pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $6,240 | $3,116+100.3% | $2,456+154.1% | $4,876+28.0% |
| Participant deferral / active EE | $22,000 | $4,195+424.4% | $3,547+520.2% | $5,439+304.5% |
| Admin fee / account holder | $699 | $8,948-92.2% | $5,417-87.1% | $10,885-93.6% |