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 | $145,707 | $91,552+59.2% | $133,956+8.8% | $79,858+82.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.69% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,510 | $2,384+5.3% | $3,919-35.9% | $2,471+1.6% |
| Participant deferral / active EE | $6,847 | $3,733+83.4% | $5,048+35.6% | $3,740+83.1% |
| Admin fee / account holder | $3,639 | $6,321-42.4% | $8,927-59.2% | $5,306-31.4% |