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 | $124,458 | $81,460+52.8% | $103,333+20.4% | $80,856+53.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.59% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $9,643 | $3,105+210.5% | $3,868+149.3% | $2,755+250.0% |
| Participant deferral / active EE | $4,558 | $3,869+17.8% | $5,057-9.9% | $4,296+6.1% |
| Admin fee / account holder | $26,105 | $6,566+297.6% | $8,355+212.5% | $6,918+277.4% |