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 | $166,821 | $89,355+86.7% | $141,162+18.2% | $72,985+128.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.71% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $6,291 | $3,114+102.0% | $4,735+32.9% | $2,440+157.8% |
| Participant deferral / active EE | $7,763 | $5,418+43.3% | $6,709+15.7% | $3,607+115.2% |
| Admin fee / account holder | $3,959 | $5,958-33.5% | $10,261-61.4% | $5,124-22.7% |