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 | $130,427 | $109,359+19.3% | $162,163-19.6% | $72,985+78.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.95% | 25.46%+0.5pp | 115.59%-89.6pp | 81.00%-55.1pp |
| Employer contribution / active EE | $3,069 | $3,907-21.4% | $5,614-45.3% | $2,440+25.8% |
| Participant deferral / active EE | $10,394 | $5,481+89.6% | $7,298+42.4% | $3,607+188.1% |
| Admin fee / account holder | $23,172 | $7,972+190.7% | $10,843+113.7% | $5,124+352.2% |