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 | $130,131 | $73,933+76.0% | $96,683+34.6% | $75,163+73.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.29% | 26.70%-4.4pp | 35.69%-13.4pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,334 | $2,928-20.3% | $3,737-37.5% | $2,670-12.6% |
| Participant deferral / active EE | $3,914 | $3,659+7.0% | $4,878-19.8% | $4,125-5.1% |
| Admin fee / account holder | $1,354 | $5,216-74.0% | $6,730-79.9% | $5,651-76.0% |