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 | $154,746 | $87,037+77.8% | $106,201+45.7% | $80,874+91.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.52% | 17.05%-2.5pp | 116.26%-101.7pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,947 | $2,396+23.0% | $3,170-7.0% | $2,756+7.0% |
| Participant deferral / active EE | $5,194 | $3,986+30.3% | $5,012+3.6% | $4,297+20.9% |
| Admin fee / account holder | $12,198 | $8,434+44.6% | $11,039+10.5% | $6,935+75.9% |