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 | $129,317 | $80,717+60.2% | $154,803-16.5% | $84,808+52.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $19,648 | $2,761+611.6% | $4,305+356.4% | $2,631+646.8% |
| Participant deferral / active EE | $8,253 | $3,303+149.9% | $5,540+49.0% | $4,212+96.0% |
| Admin fee / account holder | $4,295 | $6,746-36.3% | $14,329-70.0% | $7,344-41.5% |