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 7-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 | $135,211 | $125,758+7.5% | $169,993-20.5% | $75,163+79.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.31% | 27.20%-10.9pp | 53.37%-37.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,724 | $4,615+24.0% | $6,785-15.6% | $2,670+114.4% |
| Participant deferral / active EE | $8,306 | $6,837+21.5% | $10,408-20.2% | $4,125+101.3% |
| Admin fee / account holder | $4,590 | $8,173-43.8% | $12,815-64.2% | $5,651-18.8% |