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 | $138,110 | $94,625+46.0% | $116,228+18.8% | $84,808+62.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 21.38% | 20.40%+1.0pp | 90.06%-68.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $10,550 | $2,347+349.6% | $2,994+252.3% | $2,631+301.0% |
| Participant deferral / active EE | $4,728 | $3,972+19.0% | $4,953-4.6% | $4,212+12.3% |
| Admin fee / account holder | $733 | $10,091-92.7% | $11,989-93.9% | $7,344-90.0% |