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 | $131,499 | $78,422+67.7% | $95,952+37.0% | $79,858+64.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.90% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,368 | $1,945+21.7% | $2,541-6.8% | $2,471-4.2% |
| Participant deferral / active EE | $4,088 | $3,440+18.8% | $4,167-1.9% | $3,740+9.3% |
| Admin fee / account holder | $7,452 | $5,622+32.6% | $6,795+9.7% | $5,306+40.4% |