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 | $134,134 | $109,881+22.1% | $150,045-10.6% | $84,808+58.2% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $9,445 | $3,561+165.2% | $4,693+101.3% | $2,631+259.0% |
| Participant deferral / active EE | $7,490 | $6,636+12.9% | $7,997-6.3% | $4,212+77.8% |
| Admin fee / account holder | $17,183 | $8,568+100.6% | $13,435+27.9% | $7,344+134.0% |