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 | $148,260 | $89,355+65.9% | $141,162+5.0% | $72,985+103.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.85% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.2pp |
| Employer contribution / active EE | $3,934 | $3,114+26.3% | $4,735-16.9% | $2,440+61.2% |
| Participant deferral / active EE | $7,578 | $5,418+39.9% | $6,709+13.0% | $3,607+110.1% |
| Admin fee / account holder | $2,966 | $5,958-50.2% | $10,261-71.1% | $5,124-42.1% |