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 | $114,083 | $91,037+25.3% | $71,671+59.2% | $147,584-22.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.67% | 20.48%+2.2pp | 20.65%+2.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $4,285 | $3,327+28.8% | $2,460+74.2% | $4,876-12.1% |
| Participant deferral / active EE | $11,731 | $4,498+160.8% | $3,438+241.2% | $5,439+115.7% |
| Admin fee / account holder | $944 | $8,613-89.0% | $5,558-83.0% | $10,885-91.3% |