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 | $152,101 | $109,881+38.4% | $150,045+1.4% | $84,808+79.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.03% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,486 | $3,561+54.0% | $4,693+16.9% | $2,631+108.5% |
| Participant deferral / active EE | $12,078 | $6,636+82.0% | $7,997+51.0% | $4,212+186.8% |
| Admin fee / account holder | $39,125 | $8,568+356.6% | $13,435+191.2% | $7,344+432.8% |