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 | $157,068 | $109,881+42.9% | $150,045+4.7% | $84,808+85.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.68% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,159 | $3,561-11.3% | $4,693-32.7% | $2,631+20.1% |
| Participant deferral / active EE | $7,626 | $6,636+14.9% | $7,997-4.6% | $4,212+81.1% |
| Admin fee / account holder | $758 | $8,568-91.2% | $13,435-94.4% | $7,344-89.7% |