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 | $142,076 | $77,899+82.4% | $149,673-5.1% | $75,163+89.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.70% | 31.72%-5.0pp | 134.42%-107.7pp | 160.62%-133.9pp |
| Employer contribution / active EE | $5,711 | $3,137+82.0% | $4,818+18.6% | $2,670+113.9% |
| Participant deferral / active EE | $7,052 | $3,411+106.8% | $5,680+24.2% | $4,125+71.0% |
| Admin fee / account holder | $16,192 | $5,956+171.8% | $13,210+22.6% | $5,651+186.5% |