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 | $137,456 | $76,552+79.6% | $123,892+10.9% | $62,891+118.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.83% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $9,858 | $2,883+242.0% | $4,617+113.5% | $2,281+332.2% |
| Participant deferral / active EE | $7,283 | $4,840+50.5% | $5,984+21.7% | $3,203+127.4% |
| Admin fee / account holder | $7,451 | $4,826+54.4% | $8,357-10.8% | $4,296+73.5% |