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 | $146,496 | $89,355+63.9% | $141,162+3.8% | $72,985+100.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.29% | 111.85%-83.6pp | 71.39%-43.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $4,686 | $3,114+50.5% | $4,735-1.0% | $2,440+92.1% |
| Participant deferral / active EE | $3,402 | $5,418-37.2% | $6,709-49.3% | $3,607-5.7% |
| Admin fee / account holder | $2,050 | $5,958-65.6% | $10,261-80.0% | $5,124-60.0% |