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 | $158,265 | $89,355+77.1% | $141,162+12.1% | $72,985+116.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.93% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,863 | $3,114-8.1% | $4,735-39.5% | $2,440+17.4% |
| Participant deferral / active EE | $8,194 | $5,418+51.2% | $6,709+22.1% | $3,607+127.1% |
| Admin fee / account holder | $10,507 | $5,958+76.3% | $10,261+2.4% | $5,124+105.0% |