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 | $136,781 | $109,881+24.5% | $150,045-8.8% | $84,808+61.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.73% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,936 | $3,561+38.6% | $4,693+5.2% | $2,631+87.6% |
| Participant deferral / active EE | $13,961 | $6,636+110.4% | $7,997+74.6% | $4,212+231.5% |
| Admin fee / account holder | $3,056 | $8,568-64.3% | $13,435-77.3% | $7,344-58.4% |