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 | $138,358 | $118,450+16.8% | $98,439+40.6% | $139,434-0.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.13% | 18.94%+5.2pp | 21.16%+3.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,183 | $3,609+15.9% | $3,048+37.2% | $4,751-12.0% |
| Participant deferral / active EE | $10,421 | $5,392+93.3% | $4,738+120.0% | $6,710+55.3% |
| Admin fee / account holder | $2,600 | $14,026-81.5% | $8,948-70.9% | $11,403-77.2% |