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 | $127,780 | $98,750+29.4% | $149,696-14.6% | $79,858+60.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.97% | 27.43%-0.5pp | 276.60%-249.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $2,391 | $3,216-25.7% | $4,644-48.5% | $2,471-3.2% |
| Participant deferral / active EE | $3,099 | $5,680-45.4% | $6,842-54.7% | $3,740-17.1% |
| Admin fee / account holder | $7,471 | $6,053+23.4% | $9,309-19.7% | $5,306+40.8% |