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 | $124,773 | $78,705+58.5% | $117,854+5.9% | $70,131+77.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.20% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,065 | $2,223+37.9% | $3,786-19.0% | $2,342+30.8% |
| Participant deferral / active EE | $3,779 | $3,297+14.6% | $4,482-15.7% | $3,332+13.4% |
| Admin fee / account holder | $1,358 | $5,065-73.2% | $8,020-83.1% | $4,645-70.8% |