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 | $146,415 | $80,673+81.5% | $101,326+44.5% | $84,808+72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 27.09% | 38.95%-11.9pp | 36.82%-9.7pp | 40.90%-13.8pp |
| Employer contribution / active EE | $9,014 | $2,698+234.1% | $3,665+145.9% | $2,631+242.6% |
| Participant deferral / active EE | $7,639 | $6,840+11.7% | $7,994-4.4% | $4,212+81.4% |
| Admin fee / account holder | $715 | $12,784-94.4% | $11,185-93.6% | $7,344-90.3% |