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 | $158,857 | $127,065+25.0% | $113,168+40.4% | $142,382+11.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.98% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,469 | $3,442+29.8% | $2,975+50.2% | $4,299+4.0% |
| Participant deferral / active EE | $7,428 | $5,716+29.9% | $5,107+45.4% | $6,507+14.1% |
| Admin fee / account holder | $402 | $15,736-97.4% | $12,068-96.7% | $12,624-96.8% |