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 | $127,140 | $95,803+32.7% | $113,168+12.3% | $84,808+49.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.72% | 25.00%-4.3pp | 24.27%-3.5pp | 40.90%-20.2pp |
| Employer contribution / active EE | $7,057 | $2,360+199.0% | $2,975+137.2% | $2,631+168.2% |
| Participant deferral / active EE | $5,170 | $4,242+21.9% | $5,107+1.2% | $4,212+22.8% |
| Admin fee / account holder | $12,678 | $8,989+41.0% | $12,068+5.1% | $7,344+72.6% |