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 | $116,343 | $89,355+30.2% | $141,162-17.6% | $72,985+59.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.24% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,149 | $3,114+1.1% | $4,735-33.5% | $2,440+29.0% |
| Participant deferral / active EE | $6,905 | $5,418+27.4% | $6,709+2.9% | $3,607+91.4% |
| Admin fee / account holder | $9,802 | $5,958+64.5% | $10,261-4.5% | $5,124+91.3% |