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 | $126,556 | $106,749+18.6% | $145,433-13.0% | $82,448+53.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.22% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,024 | $3,444+45.8% | $4,554+10.3% | $2,551+96.9% |
| Participant deferral / active EE | $17,050 | $6,519+161.6% | $7,897+115.9% | $4,139+311.9% |
| Admin fee / account holder | $1,066 | $8,390-87.3% | $13,129-91.9% | $7,234-85.3% |