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 3-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 | $127,164 | $94,625+34.4% | $116,228+9.4% | $84,808+49.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.82% | 20.40%-2.6pp | 90.06%-72.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,945 | $2,347+153.3% | $2,994+98.5% | $2,631+126.0% |
| Participant deferral / active EE | $5,359 | $3,972+34.9% | $4,953+8.2% | $4,212+27.3% |
| Admin fee / account holder | $5,464 | $10,091-45.9% | $11,989-54.4% | $7,344-25.6% |