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 | $156,899 | $89,355+75.6% | $141,162+11.1% | $72,985+115.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.02% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $7,987 | $3,114+156.5% | $4,735+68.7% | $2,440+227.4% |
| Participant deferral / active EE | $10,245 | $5,418+89.1% | $6,709+52.7% | $3,607+184.0% |
| Admin fee / account holder | $3,431 | $5,958-42.4% | $10,261-66.6% | $5,124-33.1% |