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 | $140,589 | $89,355+57.3% | $141,162-0.4% | $72,985+92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.22% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,831 | $3,114+23.0% | $4,735-19.1% | $2,440+57.0% |
| Participant deferral / active EE | $8,997 | $5,418+66.1% | $6,709+34.1% | $3,607+149.4% |
| Admin fee / account holder | $2,939 | $5,958-50.7% | $10,261-71.4% | $5,124-42.7% |