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 | $118,565 | $72,492+63.6% | $87,100+36.1% | $72,985+62.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.17% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,500 | $1,894+32.0% | $2,521-0.8% | $2,440+2.5% |
| Participant deferral / active EE | $5,667 | $3,270+73.3% | $4,049+40.0% | $3,607+57.1% |
| Admin fee / account holder | $1,233 | $5,055-75.6% | $7,497-83.5% | $5,124-75.9% |