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 | $129,726 | $81,248+59.7% | $155,509-16.6% | $80,856+60.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.82% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $8,356 | $3,100+169.5% | $4,672+78.8% | $2,755+203.3% |
| Participant deferral / active EE | $5,399 | $3,452+56.4% | $5,626-4.0% | $4,296+25.7% |
| Admin fee / account holder | $1,866 | $7,997-76.7% | $15,912-88.3% | $6,918-73.0% |