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 | $145,730 | $80,717+80.5% | $154,803-5.9% | $84,808+71.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.64% | 37.96%-15.3pp | 58.88%-36.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $5,369 | $2,761+94.5% | $4,305+24.7% | $2,631+104.1% |
| Participant deferral / active EE | $2,916 | $3,303-11.7% | $5,540-47.4% | $4,212-30.8% |
| Admin fee / account holder | $17,704 | $6,746+162.4% | $14,329+23.6% | $7,344+141.1% |