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 | $128,599 | $89,355+43.9% | $141,162-8.9% | $72,985+76.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.78% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,200 | $3,114+2.8% | $4,735-32.4% | $2,440+31.2% |
| Participant deferral / active EE | $4,944 | $5,418-8.7% | $6,709-26.3% | $3,607+37.1% |
| Admin fee / account holder | $9,088 | $5,958+52.5% | $10,261-11.4% | $5,124+77.3% |