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 | $128,286 | $84,233+52.3% | $170,442-24.7% | $70,131+82.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.36% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $7,344 | $3,387+116.8% | $5,433+35.2% | $2,342+213.5% |
| Participant deferral / active EE | $5,258 | $3,086+70.4% | $4,939+6.5% | $3,332+57.8% |
| Admin fee / account holder | $1,208 | $5,698-78.8% | $13,880-91.3% | $4,645-74.0% |