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 | $128,894 | $109,881+17.3% | $150,045-14.1% | $84,808+52.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.39% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,241 | $3,561+19.1% | $4,693-9.6% | $2,631+61.2% |
| Participant deferral / active EE | $10,070 | $6,636+51.7% | $7,997+25.9% | $4,212+139.1% |
| Admin fee / account holder | $1,205 | $8,568-85.9% | $13,435-91.0% | $7,344-83.6% |