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 | $127,593 | $80,968+57.6% | $96,544+32.2% | $75,163+69.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.94% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,434 | $2,282+94.3% | $2,965+49.5% | $2,670+66.1% |
| Participant deferral / active EE | $3,951 | $3,928+0.6% | $4,851-18.5% | $4,125-4.2% |
| Admin fee / account holder | $7,532 | $6,724+12.0% | $8,252-8.7% | $5,651+33.3% |