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 | $165,168 | $89,355+84.8% | $141,162+17.0% | $72,985+126.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.83% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $10,332 | $3,114+231.8% | $4,735+118.2% | $2,440+323.5% |
| Participant deferral / active EE | $10,042 | $5,418+85.3% | $6,709+49.7% | $3,607+178.4% |
| Admin fee / account holder | $1,104 | $5,958-81.5% | $10,261-89.2% | $5,124-78.5% |