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 | $122,775 | $65,041+88.8% | $90,951+35.0% | $79,858+53.7% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 13.09% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,251 | $1,247+0.3% | $2,122-41.1% | $2,471-49.4% |
| Participant deferral / active EE | $3,177 | $2,512+26.5% | $3,373-5.8% | $3,740-15.1% |
| Admin fee / account holder | $6,000 | $4,536+32.3% | $5,959+0.7% | $5,306+13.1% |