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 | $135,776 | $67,411+101.4% | $91,001+49.2% | $70,131+93.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.77% | -40.16%+58.9pp | 4.60%+14.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,602 | $1,786+101.7% | $2,456+46.7% | $2,342+53.8% |
| Participant deferral / active EE | $7,121 | $2,823+152.3% | $3,547+100.7% | $3,332+113.7% |
| Admin fee / account holder | $834 | $4,236-80.3% | $5,417-84.6% | $4,645-82.1% |