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 | $134,959 | $109,881+22.8% | $150,045-10.1% | $84,808+59.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,074 | $3,561-13.7% | $4,693-34.5% | $2,631+16.8% |
| Participant deferral / active EE | $9,521 | $6,636+43.5% | $7,997+19.1% | $4,212+126.1% |
| Admin fee / account holder | $1,121 | $8,568-86.9% | $13,435-91.7% | $7,344-84.7% |