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 | $134,330 | $78,422+71.3% | $95,952+40.0% | $79,858+68.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.11% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,250 | $1,945-35.7% | $2,541-50.8% | $2,471-49.4% |
| Participant deferral / active EE | $4,295 | $3,440+24.9% | $4,167+3.1% | $3,740+14.8% |
| Admin fee / account holder | $7,410 | $5,622+31.8% | $6,795+9.0% | $5,306+39.6% |