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 | $147,662 | $94,625+56.1% | $116,228+27.0% | $84,808+74.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.67% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,335 | $2,347+84.7% | $2,994+44.8% | $2,631+64.7% |
| Participant deferral / active EE | $7,566 | $3,972+90.5% | $4,953+52.8% | $4,212+79.7% |
| Admin fee / account holder | $6,120 | $10,091-39.4% | $11,989-49.0% | $7,344-16.7% |