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 | $123,325 | $76,367+61.5% | $93,606+31.7% | $72,985+69.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 26.77% | 25.82%+1.0pp | 32.76%-6.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,303 | $2,275+1.2% | $2,718-15.3% | $2,440-5.6% |
| Participant deferral / active EE | $5,802 | $3,538+64.0% | $4,069+42.6% | $3,607+60.8% |
| Admin fee / account holder | $590 | $6,838-91.4% | $7,888-92.5% | $5,124-88.5% |