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 | $137,813 | $86,286+59.7% | $111,297+23.8% | $85,850+60.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.85% | 19.99%-1.1pp | 54.65%-35.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $4,346 | $2,043+112.7% | $2,731+59.1% | $2,565+69.4% |
| Participant deferral / active EE | $6,649 | $3,641+82.6% | $4,487+48.2% | $3,952+68.3% |
| Admin fee / account holder | $7,167 | $8,188-12.5% | $7,964-10.0% | $6,260+14.5% |