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 | $140,197 | $89,355+56.9% | $141,162-0.7% | $72,985+92.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.21% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,526 | $3,114+141.7% | $4,735+58.9% | $2,440+208.5% |
| Participant deferral / active EE | $7,077 | $5,418+30.6% | $6,709+5.5% | $3,607+96.2% |
| Admin fee / account holder | $1,534 | $5,958-74.3% | $10,261-85.1% | $5,124-70.1% |