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 | $135,610 | $89,355+51.8% | $141,162-3.9% | $72,985+85.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.06% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $7,714 | $3,114+147.7% | $4,735+62.9% | $2,440+216.1% |
| Participant deferral / active EE | $4,690 | $5,418-13.4% | $6,709-30.1% | $3,607+30.0% |
| Admin fee / account holder | $5,282 | $5,958-11.4% | $10,261-48.5% | $5,124+3.1% |