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 | $149,591 | $65,365+128.9% | $92,893+61.0% | $72,985+105.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.27% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $4,609 | $2,594+77.7% | $3,653+26.2% | $2,440+88.9% |
| Participant deferral / active EE | $17,449 | $3,128+457.8% | $4,236+311.9% | $3,607+383.7% |
| Admin fee / account holder | $513 | $4,251-87.9% | $5,794-91.1% | $5,124-90.0% |