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 | $138,210 | $80,968+70.7% | $96,544+43.2% | $75,163+83.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.88% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,796 | $2,282+66.4% | $2,965+28.0% | $2,670+42.2% |
| Participant deferral / active EE | $9,379 | $3,928+138.8% | $4,851+93.4% | $4,125+127.4% |
| Admin fee / account holder | $7,600 | $6,724+13.0% | $8,252-7.9% | $5,651+34.5% |