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 | $134,313 | $101,724+32.0% | $164,813-18.5% | $80,856+66.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.43% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $9,362 | $2,953+217.0% | $4,341+115.7% | $2,755+239.8% |
| Participant deferral / active EE | $10,258 | $4,477+129.1% | $6,031+70.1% | $4,296+138.8% |
| Admin fee / account holder | $559 | $8,227-93.2% | $12,690-95.6% | $6,918-91.9% |