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 | $169,931 | $89,355+90.2% | $141,162+20.4% | $72,985+132.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,897 | $3,114+57.2% | $4,735+3.4% | $2,440+100.7% |
| Participant deferral / active EE | $11,372 | $5,418+109.9% | $6,709+69.5% | $3,607+215.2% |
| Admin fee / account holder | $3,440 | $5,958-42.3% | $10,261-66.5% | $5,124-32.9% |