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 | $119,085 | $89,355+33.3% | $141,162-15.6% | $72,985+63.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.66% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $7,088 | $3,114+127.6% | $4,735+49.7% | $2,440+190.5% |
| Participant deferral / active EE | $6,394 | $5,418+18.0% | $6,709-4.7% | $3,607+77.2% |
| Admin fee / account holder | $2,768 | $5,958-53.5% | $10,261-73.0% | $5,124-46.0% |