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 | $75,951 | $45,211+68.0% | $56,429+34.6% | $70,131+8.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 22.11% | 38.45%-16.3pp | 19.04%+3.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $4,686 | $2,737+71.2% | $3,405+37.6% | $2,342+100.1% |
| Participant deferral / active EE | $7,404 | $2,735+170.7% | $3,951+87.4% | $3,332+122.2% |
| Admin fee / account holder | $489 | $3,027-83.8% | $4,466-89.0% | $4,645-89.5% |