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 | $136,040 | $89,355+52.2% | $141,162-3.6% | $72,985+86.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.00% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $6,088 | $3,114+95.5% | $4,735+28.6% | $2,440+149.5% |
| Participant deferral / active EE | $5,979 | $5,418+10.4% | $6,709-10.9% | $3,607+65.7% |
| Admin fee / account holder | $9,072 | $5,958+52.3% | $10,261-11.6% | $5,124+77.0% |