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 | $162,029 | $99,985+62.1% | $146,665+10.5% | $85,850+88.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.23% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,654 | $2,559+3.7% | $4,136-35.8% | $2,565+3.5% |
| Participant deferral / active EE | $7,165 | $4,006+78.9% | $5,506+30.1% | $3,952+81.3% |
| Admin fee / account holder | $24,810 | $7,702+222.1% | $10,280+141.4% | $6,260+296.3% |