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 | $135,459 | $89,355+51.6% | $141,162-4.0% | $72,985+85.6% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 28.17% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $9,013 | $3,114+189.4% | $4,735+90.4% | $2,440+269.4% |
| Participant deferral / active EE | $8,715 | $5,418+60.8% | $6,709+29.9% | $3,607+141.6% |
| Admin fee / account holder | $304 | $5,958-94.9% | $10,261-97.0% | $5,124-94.1% |