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 | $123,234 | $80,717+52.7% | $154,803-20.4% | $84,808+45.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.82% | 37.96%-19.1pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,740 | $2,761+35.4% | $4,305-13.1% | $2,631+42.1% |
| Participant deferral / active EE | $4,167 | $3,303+26.2% | $5,540-24.8% | $4,212-1.1% |
| Admin fee / account holder | $937 | $6,746-86.1% | $14,329-93.5% | $7,344-87.2% |