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 | $139,676 | $123,793+12.8% | $177,821-21.5% | $79,858+74.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.99% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,794 | $4,095+17.1% | $5,918-19.0% | $2,471+94.0% |
| Participant deferral / active EE | $13,013 | $5,956+118.5% | $7,714+68.7% | $3,740+247.9% |
| Admin fee / account holder | $15,159 | $7,243+109.3% | $12,427+22.0% | $5,306+185.7% |