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 | $121,084 | $94,625+28.0% | $116,228+4.2% | $84,808+42.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.52% | 20.40%-1.9pp | 90.06%-71.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,225 | $2,347+80.0% | $2,994+41.1% | $2,631+60.6% |
| Participant deferral / active EE | $8,819 | $3,972+122.0% | $4,953+78.0% | $4,212+109.4% |
| Admin fee / account holder | $20,925 | $10,091+107.4% | $11,989+74.5% | $7,344+184.9% |