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 | $155,693 | $109,881+41.7% | $150,045+3.8% | $84,808+83.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.03% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,236 | $3,561+75.1% | $4,693+32.9% | $2,631+137.0% |
| Participant deferral / active EE | $13,989 | $6,636+110.8% | $7,997+74.9% | $4,212+232.2% |
| Admin fee / account holder | $44,213 | $8,568+416.0% | $13,435+229.1% | $7,344+502.1% |