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 | $135,499 | $81,446+66.4% | $103,374+31.1% | $80,874+67.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.05% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $9,268 | $3,107+198.3% | $3,869+139.5% | $2,756+236.3% |
| Participant deferral / active EE | $8,961 | $3,870+131.6% | $5,058+77.2% | $4,297+108.6% |
| Admin fee / account holder | $7,302 | $6,715+8.7% | $8,394-13.0% | $6,935+5.3% |