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 | $160,230 | $86,944+84.3% | $107,525+49.0% | $74,304+115.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 18.42% | 23.52%-5.1pp | 181.32%-162.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,111 | $2,757+49.1% | $3,754+9.5% | $2,241+83.4% |
| Participant deferral / active EE | $9,007 | $3,554+153.4% | $5,116+76.1% | $3,767+139.1% |
| Admin fee / account holder | $12,110 | $3,727+225.0% | $8,919+35.8% | $2,969+307.9% |