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 | $117,483 | $80,717+45.5% | $154,803-24.1% | $84,808+38.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,049 | $2,761+82.9% | $4,305+17.3% | $2,631+91.9% |
| Participant deferral / active EE | $5,194 | $3,303+57.3% | $5,540-6.2% | $4,212+23.3% |
| Admin fee / account holder | $1,903 | $6,746-71.8% | $14,329-86.7% | $7,344-74.1% |