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 | $136,287 | $78,422+73.8% | $95,952+42.0% | $79,858+70.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.62% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,762 | $1,945+42.0% | $2,541+8.7% | $2,471+11.8% |
| Participant deferral / active EE | $5,492 | $3,440+59.7% | $4,167+31.8% | $3,740+46.8% |
| Admin fee / account holder | $2,024 | $5,622-64.0% | $6,795-70.2% | $5,306-61.9% |