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 | $81,460+66.3% | $103,333+31.1% | $80,856+67.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.05% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $9,268 | $3,105+198.5% | $3,868+139.6% | $2,755+236.4% |
| Participant deferral / active EE | $8,961 | $3,869+131.6% | $5,057+77.2% | $4,296+108.6% |
| Admin fee / account holder | $7,302 | $6,566+11.2% | $8,355-12.6% | $6,918+5.5% |