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 | $123,976 | $81,460+52.2% | $103,333+20.0% | $80,856+53.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.60% | 25.55%-8.9pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $6,162 | $3,105+98.4% | $3,868+59.3% | $2,755+123.7% |
| Participant deferral / active EE | $5,320 | $3,869+37.5% | $5,057+5.2% | $4,296+23.8% |
| Admin fee / account holder | $1,285 | $6,566-80.4% | $8,355-84.6% | $6,918-81.4% |