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 | $132,640 | $72,277+83.5% | $101,248+31.0% | $79,858+66.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.95% | 22.30%+1.7pp | 46.47%-22.5pp | 31.71%-7.8pp |
| Employer contribution / active EE | $3,134 | $2,692+16.4% | $3,660-14.4% | $2,471+26.8% |
| Participant deferral / active EE | $2,993 | $3,282-8.8% | $4,370-31.5% | $3,740-20.0% |
| Admin fee / account holder | $3,245 | $4,400-26.3% | $5,945-45.4% | $5,306-38.8% |