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 7-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 | $125,361 | $109,881+14.1% | $150,045-16.5% | $84,808+47.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.32% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $12,768 | $3,561+258.5% | $4,693+172.1% | $2,631+385.3% |
| Participant deferral / active EE | $9,601 | $6,636+44.7% | $7,997+20.1% | $4,212+128.0% |
| Admin fee / account holder | $8,415 | $8,568-1.8% | $13,435-37.4% | $7,344+14.6% |