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 | $124,373 | $101,724+22.3% | $164,813-24.5% | $80,856+53.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.73% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,848 | $2,953+131.9% | $4,341+57.8% | $2,755+148.6% |
| Participant deferral / active EE | $4,357 | $4,477-2.7% | $6,031-27.8% | $4,296+1.4% |
| Admin fee / account holder | $633 | $8,227-92.3% | $12,690-95.0% | $6,918-90.8% |