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 | $153,806 | $89,355+72.1% | $141,162+9.0% | $72,985+110.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.56% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,910 | $3,114-6.6% | $4,735-38.5% | $2,440+19.3% |
| Participant deferral / active EE | $6,863 | $5,418+26.7% | $6,709+2.3% | $3,607+90.2% |
| Admin fee / account holder | $5,839 | $5,958-2.0% | $10,261-43.1% | $5,124+13.9% |