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 | $174,617 | $98,750+76.8% | $149,696+16.6% | $79,858+118.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 29.68% | 27.43%+2.3pp | 276.60%-246.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $9,147 | $3,216+184.4% | $4,644+96.9% | $2,471+270.2% |
| Participant deferral / active EE | $13,358 | $5,680+135.2% | $6,842+95.2% | $3,740+257.2% |
| Admin fee / account holder | $9,219 | $6,053+52.3% | $9,309-1.0% | $5,306+73.7% |