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 | $166,365 | $89,355+86.2% | $141,162+17.9% | $72,985+127.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.64% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,177 | $3,114+2.0% | $4,735-32.9% | $2,440+30.2% |
| Participant deferral / active EE | $9,957 | $5,418+83.8% | $6,709+48.4% | $3,607+176.0% |
| Admin fee / account holder | $2,094 | $5,958-64.9% | $10,261-79.6% | $5,124-59.1% |