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 | $141,879 | $77,899+82.1% | $149,673-5.2% | $75,163+88.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.11% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $6,957 | $3,137+121.7% | $4,818+44.4% | $2,670+160.6% |
| Participant deferral / active EE | $4,363 | $3,411+27.9% | $5,680-23.2% | $4,125+5.8% |
| Admin fee / account holder | $4,356 | $5,956-26.9% | $13,210-67.0% | $5,651-22.9% |