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 | $137,349 | $91,552+50.0% | $133,956+2.5% | $79,858+72.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,832 | $2,384-23.1% | $3,919-53.2% | $2,471-25.8% |
| Participant deferral / active EE | $6,613 | $3,733+77.1% | $5,048+31.0% | $3,740+76.8% |
| Admin fee / account holder | $827 | $6,321-86.9% | $8,927-90.7% | $5,306-84.4% |