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 | $136,939 | $76,552+78.9% | $123,892+10.5% | $62,891+117.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.14% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,691 | $2,883+28.1% | $4,617-20.1% | $2,281+61.8% |
| Participant deferral / active EE | $4,086 | $4,840-15.6% | $5,984-31.7% | $3,203+27.6% |
| Admin fee / account holder | $675 | $4,826-86.0% | $8,357-91.9% | $4,296-84.3% |