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 | $124,760 | $86,286+44.6% | $111,297+12.1% | $85,850+45.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.21% | 19.99%-7.8pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,310 | $2,043+13.1% | $2,731-15.4% | $2,565-9.9% |
| Participant deferral / active EE | $6,918 | $3,641+90.0% | $4,487+54.2% | $3,952+75.1% |
| Admin fee / account holder | $2,969 | $8,188-63.7% | $7,964-62.7% | $6,260-52.6% |