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 | $128,876 | $94,625+36.2% | $116,228+10.9% | $84,808+52.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.83% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,752 | $2,347+187.7% | $2,994+125.5% | $2,631+156.6% |
| Participant deferral / active EE | $7,509 | $3,972+89.1% | $4,953+51.6% | $4,212+78.3% |
| Admin fee / account holder | $7,529 | $10,091-25.4% | $11,989-37.2% | $7,344+2.5% |