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 | $156,840 | $89,355+75.5% | $141,162+11.1% | $72,985+114.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.82% | 111.85%-92.0pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,856 | $3,114-8.3% | $4,735-39.7% | $2,440+17.1% |
| Participant deferral / active EE | $6,735 | $5,418+24.3% | $6,709+0.4% | $3,607+86.7% |
| Admin fee / account holder | $35,689 | $5,958+499.0% | $10,261+247.8% | $5,124+596.5% |