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 | $150,218 | $86,286+74.1% | $111,297+35.0% | $85,850+75.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 35.09% | 19.99%+15.1pp | 54.65%-19.6pp | 318.53%-283.4pp |
| Employer contribution / active EE | $3,233 | $2,043+58.2% | $2,731+18.4% | $2,565+26.1% |
| Participant deferral / active EE | $7,458 | $3,641+104.9% | $4,487+66.2% | $3,952+88.7% |
| Admin fee / account holder | $2,443 | $8,188-70.2% | $7,964-69.3% | $6,260-61.0% |