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 | $150,870 | $109,881+37.3% | $150,045+0.5% | $84,808+77.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,215 | $3,561+18.3% | $4,693-10.2% | $2,631+60.2% |
| Participant deferral / active EE | $11,753 | $6,636+77.1% | $7,997+47.0% | $4,212+179.1% |
| Admin fee / account holder | $8,857 | $8,568+3.4% | $13,435-34.1% | $7,344+20.6% |