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 | $131,766 | $95,453+38.0% | $112,040+17.6% | $82,448+59.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.07% | 23.92%-8.9pp | 24.52%-9.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,556 | $2,318+10.3% | $2,954-13.5% | $2,551+0.2% |
| Participant deferral / active EE | $6,077 | $4,224+43.9% | $5,098+19.2% | $4,139+46.8% |
| Admin fee / account holder | $3,576 | $9,013-60.3% | $12,098-70.4% | $7,234-50.6% |