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 | $144,586 | $109,881+31.6% | $150,045-3.6% | $84,808+70.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.75% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,007 | $3,561+124.8% | $4,693+70.6% | $2,631+204.3% |
| Participant deferral / active EE | $6,740 | $6,636+1.6% | $7,997-15.7% | $4,212+60.0% |
| Admin fee / account holder | $5,333 | $8,568-37.8% | $13,435-60.3% | $7,344-27.4% |