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 | $173,239 | $94,529+83.3% | $140,016+23.7% | $64,186+169.9% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+25.9pp |
| Annual return | 3.26% | 7.77%-4.5pp | 651.12%-647.9pp | 7.63%-4.4pp |
| Employer contribution / active EE | $9,680 | $3,812+153.9% | $5,606+72.7% | $2,381+306.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,396 | $6,741+232.2% | $10,705+109.2% | $4,888+358.2% |