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 | $117,687 | $84,233+39.7% | $170,442-31.0% | $70,131+67.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.78% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $9,144 | $3,387+170.0% | $5,433+68.3% | $2,342+290.4% |
| Participant deferral / active EE | $3,481 | $3,086+12.8% | $4,939-29.5% | $3,332+4.5% |
| Admin fee / account holder | $1,696 | $5,698-70.2% | $13,880-87.8% | $4,645-63.5% |