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 | $152,767 | $89,355+71.0% | $141,162+8.2% | $72,985+109.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 31.14% | 111.85%-80.7pp | 71.39%-40.3pp | 81.00%-49.9pp |
| Employer contribution / active EE | $8,201 | $3,114+163.3% | $4,735+73.2% | $2,440+236.1% |
| Participant deferral / active EE | $10,510 | $5,418+94.0% | $6,709+56.7% | $3,607+191.3% |
| Admin fee / account holder | $1,983 | $5,958-66.7% | $10,261-80.7% | $5,124-61.3% |