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 | $180,222 | $89,355+101.7% | $141,162+27.7% | $72,985+146.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.77% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,746 | $3,114-11.8% | $4,735-42.0% | $2,440+12.6% |
| Participant deferral / active EE | $7,038 | $5,418+29.9% | $6,709+4.9% | $3,607+95.1% |
| Admin fee / account holder | $1,707 | $5,958-71.3% | $10,261-83.4% | $5,124-66.7% |