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 | $156,654 | $109,881+42.6% | $150,045+4.4% | $84,808+84.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.29% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $8,115 | $3,561+127.9% | $4,693+72.9% | $2,631+208.5% |
| Participant deferral / active EE | $21,134 | $6,636+218.5% | $7,997+164.3% | $4,212+401.8% |
| Admin fee / account holder | $2,562 | $8,568-70.1% | $13,435-80.9% | $7,344-65.1% |