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 | $124,129 | $93,170+33.2% | $100,534+23.5% | $84,808+46.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 19.35% | 47.13%-27.8pp | 32.66%-13.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,356 | $3,985-15.8% | $4,346-22.8% | $2,631+27.6% |
| Participant deferral / active EE | $7,276 | $5,699+27.7% | $6,144+18.4% | $4,212+72.8% |
| Admin fee / account holder | $9,137 | $7,382+23.8% | $7,654+19.4% | $7,344+24.4% |