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 | $166,137 | $89,355+85.9% | $141,162+17.7% | $72,985+127.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.13% | 111.85%-86.7pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $3,080 | $3,114-1.1% | $4,735-34.9% | $2,440+26.2% |
| Participant deferral / active EE | $6,627 | $5,418+22.3% | $6,709-1.2% | $3,607+83.7% |
| Admin fee / account holder | $3,550 | $5,958-40.4% | $10,261-65.4% | $5,124-30.7% |