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 | $134,757 | $93,571+44.0% | $135,903-0.8% | $75,163+79.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.91% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $5,658 | $3,537+60.0% | $4,856+16.5% | $2,670+111.9% |
| Participant deferral / active EE | $13,938 | $6,404+117.6% | $7,758+79.7% | $4,125+237.9% |
| Admin fee / account holder | $548 | $6,975-92.1% | $10,762-94.9% | $5,651-90.3% |