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 | $120,992 | $60,349+100.5% | $74,183+63.1% | $62,891+92.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.13% | 21.37%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,012 | $1,680+138.8% | $2,370+69.3% | $2,281+75.9% |
| Participant deferral / active EE | $4,900 | $2,856+71.6% | $3,550+38.0% | $3,203+53.0% |
| Admin fee / account holder | $806 | $4,261-81.1% | $5,586-85.6% | $4,296-81.2% |