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 | $153,250 | $89,355+71.5% | $141,162+8.6% | $72,985+110.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.27% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,011 | $3,114-3.3% | $4,735-36.4% | $2,440+23.4% |
| Participant deferral / active EE | $6,940 | $5,418+28.1% | $6,709+3.4% | $3,607+92.4% |
| Admin fee / account holder | $1,489 | $5,958-75.0% | $10,261-85.5% | $5,124-70.9% |