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 | $139,388 | $80,717+72.7% | $154,803-10.0% | $84,808+64.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.56% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,195 | $2,761+51.9% | $4,305-2.6% | $2,631+59.4% |
| Participant deferral / active EE | $5,879 | $3,303+78.0% | $5,540+6.1% | $4,212+39.6% |
| Admin fee / account holder | $2,152 | $6,746-68.1% | $14,329-85.0% | $7,344-70.7% |