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 | $137,638 | $109,881+25.3% | $150,045-8.3% | $84,808+62.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,148 | $3,561+72.6% | $4,693+31.0% | $2,631+133.7% |
| Participant deferral / active EE | $9,420 | $6,636+42.0% | $7,997+17.8% | $4,212+123.7% |
| Admin fee / account holder | $3,164 | $8,568-63.1% | $13,435-76.5% | $7,344-56.9% |