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 | $150,785 | $89,355+68.7% | $141,162+6.8% | $72,985+106.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.28% | 111.85%-81.6pp | 71.39%-41.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $3,611 | $3,114+15.9% | $4,735-23.7% | $2,440+48.0% |
| Participant deferral / active EE | $7,679 | $5,418+41.7% | $6,709+14.5% | $3,607+112.9% |
| Admin fee / account holder | $10,951 | $5,958+83.8% | $10,261+6.7% | $5,124+113.7% |