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 | $142,183 | $78,705+80.7% | $117,854+20.6% | $70,131+102.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.48% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,994 | $2,223+79.7% | $3,786+5.5% | $2,342+70.5% |
| Participant deferral / active EE | $7,063 | $3,297+114.2% | $4,482+57.6% | $3,332+112.0% |
| Admin fee / account holder | $2,555 | $5,065-49.6% | $8,020-68.1% | $4,645-45.0% |