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 | $130,413 | $72,492+79.9% | $87,100+49.7% | $72,985+78.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 26.43% | 24.46%+2.0pp | 28.19%-1.8pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,706 | $1,894+42.9% | $2,521+7.3% | $2,440+10.9% |
| Participant deferral / active EE | $4,191 | $3,270+28.2% | $4,049+3.5% | $3,607+16.2% |
| Admin fee / account holder | $5,518 | $5,055+9.2% | $7,497-26.4% | $5,124+7.7% |