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 | $114,916 | $76,367+50.5% | $93,606+22.8% | $72,985+57.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.73% | 25.82%-1.1pp | 32.76%-8.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $8,929 | $2,275+292.4% | $2,718+228.5% | $2,440+266.0% |
| Participant deferral / active EE | $6,520 | $3,538+84.3% | $4,069+60.3% | $3,607+80.8% |
| Admin fee / account holder | $1,328 | $6,838-80.6% | $7,888-83.2% | $5,124-74.1% |