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 | $150,634 | $72,492+107.8% | $87,100+72.9% | $72,985+106.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.36% | 24.46%-4.1pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $7,143 | $1,894+277.2% | $2,521+183.3% | $2,440+192.8% |
| Participant deferral / active EE | $5,813 | $3,270+77.8% | $4,049+43.6% | $3,607+61.1% |
| Admin fee / account holder | $4,813 | $5,055-4.8% | $7,497-35.8% | $5,124-6.1% |