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 | $148,716 | $123,793+20.1% | $177,821-16.4% | $79,858+86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.03% | 22.82%+1.2pp | 48.32%-24.3pp | 31.71%-7.7pp |
| Employer contribution / active EE | $6,949 | $4,095+69.7% | $5,918+17.4% | $2,471+181.3% |
| Participant deferral / active EE | $7,335 | $5,956+23.1% | $7,714-4.9% | $3,740+96.1% |
| Admin fee / account holder | $909 | $7,243-87.4% | $12,427-92.7% | $5,306-82.9% |