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 | $103,077 | $67,606+52.5% | $82,313+25.2% | $70,131+47.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.27% | 21.57%+2.7pp | 25.88%-1.6pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,780 | $1,755+58.4% | $2,428+14.5% | $2,342+18.7% |
| Participant deferral / active EE | $2,133 | $2,987-28.6% | $3,706-42.5% | $3,332-36.0% |
| Admin fee / account holder | $3,035 | $4,512-32.7% | $5,608-45.9% | $4,645-34.7% |