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 7-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 | $128,836 | $108,825+18.4% | $156,181-17.5% | $82,448+56.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.54% | 20.59%-2.1pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $12,347 | $2,870+330.3% | $4,294+187.6% | $2,551+384.0% |
| Participant deferral / active EE | $6,110 | $4,577+33.5% | $6,132-0.4% | $4,139+47.6% |
| Admin fee / account holder | $2,193 | $9,341-76.5% | $14,586-85.0% | $7,234-69.7% |