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 | $124,146 | $109,881+13.0% | $150,045-17.3% | $84,808+46.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.39% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $6,060 | $3,561+70.2% | $4,693+29.1% | $2,631+130.4% |
| Participant deferral / active EE | $13,839 | $6,636+108.5% | $7,997+73.0% | $4,212+228.6% |
| Admin fee / account holder | $7,824 | $8,568-8.7% | $13,435-41.8% | $7,344+6.5% |