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 | $130,790 | $72,277+81.0% | $101,248+29.2% | $79,858+63.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 34.70% | 22.30%+12.4pp | 46.47%-11.8pp | 31.71%+3.0pp |
| Employer contribution / active EE | $8,391 | $2,692+211.7% | $3,660+129.3% | $2,471+239.6% |
| Participant deferral / active EE | $7,464 | $3,282+127.5% | $4,370+70.8% | $3,740+99.6% |
| Admin fee / account holder | $2,849 | $4,400-35.3% | $5,945-52.1% | $5,306-46.3% |