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 | $158,284 | $89,355+77.1% | $141,162+12.1% | $72,985+116.9% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 25.30% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $5,183 | $3,114+66.4% | $4,735+9.5% | $2,440+112.4% |
| Participant deferral / active EE | $13,330 | $5,418+146.0% | $6,709+98.7% | $3,607+269.5% |
| Admin fee / account holder | $7,616 | $5,958+27.8% | $10,261-25.8% | $5,124+48.6% |