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 | $141,331 | $109,881+28.6% | $150,045-5.8% | $84,808+66.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.46% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,153 | $3,561+16.6% | $4,693-11.5% | $2,631+57.8% |
| Participant deferral / active EE | $11,916 | $6,636+79.6% | $7,997+49.0% | $4,212+182.9% |
| Admin fee / account holder | $33,707 | $8,568+293.4% | $13,435+150.9% | $7,344+359.0% |