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 | $235,948 | $211,958+11.3% | $169,463+39.2% | $135,375+74.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.15% | 3.26%+5.9pp | 1.83%+7.3pp | 519.73%-510.6pp |
| Employer contribution / active EE | $7,080 | $5,120+38.3% | $4,159+70.2% | $4,779+48.2% |
| Participant deferral / active EE | $4,425 | $6,075-27.2% | $5,277-16.1% | $5,609-21.1% |
| Admin fee / account holder | $22,414 | $11,471+95.4% | $9,109+146.1% | $10,827+107.0% |