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 | $145,461 | $80,717+80.2% | $154,803-6.0% | $84,808+71.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 33.59% | 37.96%-4.4pp | 58.88%-25.3pp | 40.90%-7.3pp |
| Employer contribution / active EE | $5,786 | $2,761+109.5% | $4,305+34.4% | $2,631+119.9% |
| Participant deferral / active EE | $6,897 | $3,303+108.8% | $5,540+24.5% | $4,212+63.8% |
| Admin fee / account holder | $15,950 | $6,746+136.4% | $14,329+11.3% | $7,344+117.2% |