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 | $144,453 | $89,355+61.7% | $141,162+2.3% | $72,985+97.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.53% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,259 | $3,114+4.7% | $4,735-31.2% | $2,440+33.6% |
| Participant deferral / active EE | $6,093 | $5,418+12.5% | $6,709-9.2% | $3,607+68.9% |
| Admin fee / account holder | $891 | $5,958-85.1% | $10,261-91.3% | $5,124-82.6% |