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 | $136,234 | $89,355+52.5% | $141,162-3.5% | $72,985+86.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.48% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,702 | $3,114+18.9% | $4,735-21.8% | $2,440+51.7% |
| Participant deferral / active EE | $7,472 | $5,418+37.9% | $6,709+11.4% | $3,607+107.1% |
| Admin fee / account holder | $2,866 | $5,958-51.9% | $10,261-72.1% | $5,124-44.1% |