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 | $139,580 | $98,750+41.3% | $149,696-6.8% | $79,858+74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 29.70% | 27.43%+2.3pp | 276.60%-246.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $4,011 | $3,216+24.7% | $4,644-13.6% | $2,471+62.3% |
| Participant deferral / active EE | $7,325 | $5,680+29.0% | $6,842+7.1% | $3,740+95.9% |
| Admin fee / account holder | $4,602 | $6,053-24.0% | $9,309-50.6% | $5,306-13.3% |