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 | $134,953 | $89,355+51.0% | $141,162-4.4% | $72,985+84.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.52% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $11,334 | $3,114+263.9% | $4,735+139.4% | $2,440+364.6% |
| Participant deferral / active EE | $6,569 | $5,418+21.3% | $6,709-2.1% | $3,607+82.1% |
| Admin fee / account holder | $10,289 | $5,958+72.7% | $10,261+0.3% | $5,124+100.8% |