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 | $131,442 | $76,367+72.1% | $93,606+40.4% | $72,985+80.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.70% | 25.82%-4.1pp | 32.76%-11.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $11,824 | $2,275+419.7% | $2,718+335.0% | $2,440+384.6% |
| Participant deferral / active EE | $7,511 | $3,538+112.3% | $4,069+84.6% | $3,607+108.2% |
| Admin fee / account holder | $644 | $6,838-90.6% | $7,888-91.8% | $5,124-87.4% |