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 | $128,897 | $93,571+37.8% | $135,903-5.2% | $75,163+71.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.56% | 30.90%-12.3pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,067 | $3,537-13.3% | $4,856-36.8% | $2,670+14.9% |
| Participant deferral / active EE | $9,774 | $6,404+52.6% | $7,758+26.0% | $4,125+136.9% |
| Admin fee / account holder | $3,660 | $6,975-47.5% | $10,762-66.0% | $5,651-35.2% |