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 | $157,051 | $109,881+42.9% | $150,045+4.7% | $84,808+85.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.33% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $16,565 | $3,561+365.2% | $4,693+253.0% | $2,631+529.6% |
| Participant deferral / active EE | $12,801 | $6,636+92.9% | $7,997+60.1% | $4,212+203.9% |
| Admin fee / account holder | $22,261 | $8,568+159.8% | $13,435+65.7% | $7,344+203.1% |