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 | $139,170 | $58,577+137.6% | $83,333+67.0% | $64,186+116.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 35.64% | 9.65%+26.0pp | 10.63%+25.0pp | 7.63%+28.0pp |
| Employer contribution / active EE | $9,610 | $2,098+358.0% | $3,379+184.4% | $2,381+303.6% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,879 | $9,275+17.3% | $7,510+44.9% | $4,888+122.6% |