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 | $148,398 | $78,422+89.2% | $95,952+54.7% | $79,858+85.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.25% | 19.37%-1.1pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,002 | $1,945+54.3% | $2,541+18.1% | $2,471+21.5% |
| Participant deferral / active EE | $4,393 | $3,440+27.7% | $4,167+5.4% | $3,740+17.5% |
| Admin fee / account holder | $860 | $5,622-84.7% | $6,795-87.3% | $5,306-83.8% |