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 | $122,951 | $101,763+20.8% | $164,866-25.4% | $80,874+52.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.41% | 16.73%+1.7pp | 69.97%-51.6pp | 35.62%-17.2pp |
| Employer contribution / active EE | $6,657 | $2,954+125.3% | $4,343+53.3% | $2,756+141.6% |
| Participant deferral / active EE | $6,541 | $4,477+46.1% | $6,033+8.4% | $4,297+52.2% |
| Admin fee / account holder | $664 | $8,228-91.9% | $12,689-94.8% | $6,935-90.4% |