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 | $121,773 | $76,552+59.1% | $123,892-1.7% | $62,891+93.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $7,177 | $2,883+149.0% | $4,617+55.5% | $2,281+214.7% |
| Participant deferral / active EE | $10,380 | $4,840+114.5% | $5,984+73.5% | $3,203+224.1% |
| Admin fee / account holder | $1,253 | $4,826-74.0% | $8,357-85.0% | $4,296-70.8% |