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 | $129,427 | $78,422+65.0% | $95,952+34.9% | $79,858+62.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.79% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,811 | $1,945+96.0% | $2,541+50.0% | $2,471+54.3% |
| Participant deferral / active EE | $3,842 | $3,440+11.7% | $4,167-7.8% | $3,740+2.7% |
| Admin fee / account holder | $3,765 | $5,622-33.0% | $6,795-44.6% | $5,306-29.1% |