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 | $150,162 | $89,355+68.1% | $141,162+6.4% | $72,985+105.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.57% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,955 | $3,114+91.2% | $4,735+25.8% | $2,440+144.1% |
| Participant deferral / active EE | $8,155 | $5,418+50.5% | $6,709+21.6% | $3,607+126.1% |
| Admin fee / account holder | $8,943 | $5,958+50.1% | $10,261-12.8% | $5,124+74.5% |