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 | $132,196 | $108,825+21.5% | $156,181-15.4% | $82,448+60.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.72% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,744 | $2,870-39.2% | $4,294-59.4% | $2,551-31.6% |
| Participant deferral / active EE | $2,044 | $4,577-55.3% | $6,132-66.7% | $4,139-50.6% |
| Admin fee / account holder | $14,974 | $9,341+60.3% | $14,586+2.7% | $7,234+107.0% |