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 | $137,487 | $81,248+69.2% | $155,509-11.6% | $80,856+70.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,248 | $3,100+101.5% | $4,672+33.7% | $2,755+126.8% |
| Participant deferral / active EE | $6,551 | $3,452+89.8% | $5,626+16.4% | $4,296+52.5% |
| Admin fee / account holder | $2,257 | $7,997-71.8% | $15,912-85.8% | $6,918-67.4% |