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 | $123,194 | $67,411+82.8% | $91,001+35.4% | $70,131+75.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.98% | -40.16%+53.1pp | 4.60%+8.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,532 | $1,786+41.8% | $2,456+3.1% | $2,342+8.1% |
| Participant deferral / active EE | $6,400 | $2,823+126.7% | $3,547+80.4% | $3,332+92.1% |
| Admin fee / account holder | $19,719 | $4,236+365.5% | $5,417+264.0% | $4,645+324.5% |