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 | $145,553 | $89,355+62.9% | $141,162+3.1% | $72,985+99.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.70% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $6,182 | $3,114+98.5% | $4,735+30.6% | $2,440+153.4% |
| Participant deferral / active EE | $14,580 | $5,418+169.1% | $6,709+117.3% | $3,607+304.2% |
| Admin fee / account holder | $3,850 | $5,958-35.4% | $10,261-62.5% | $5,124-24.9% |