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 | $145,648 | $95,453+52.6% | $112,040+30.0% | $82,448+76.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.56% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,531 | $2,318+9.2% | $2,954-14.3% | $2,551-0.8% |
| Participant deferral / active EE | $5,060 | $4,224+19.8% | $5,098-0.7% | $4,139+22.2% |
| Admin fee / account holder | $2,766 | $9,013-69.3% | $12,098-77.1% | $7,234-61.8% |