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 | $130,443 | $72,277+80.5% | $101,248+28.8% | $79,858+63.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.22% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $6,897 | $2,692+156.2% | $3,660+88.5% | $2,471+179.1% |
| Participant deferral / active EE | $8,989 | $3,282+173.9% | $4,370+105.7% | $3,740+140.3% |
| Admin fee / account holder | $6,187 | $4,400+40.6% | $5,945+4.1% | $5,306+16.6% |