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 | $149,911 | $109,881+36.4% | $150,045-0.1% | $84,808+76.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.20% | 28.25%-7.0pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $5,995 | $3,561+68.4% | $4,693+27.7% | $2,631+127.9% |
| Participant deferral / active EE | $11,645 | $6,636+75.5% | $7,997+45.6% | $4,212+176.5% |
| Admin fee / account holder | $3,906 | $8,568-54.4% | $13,435-70.9% | $7,344-46.8% |