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 | $92,876 | $79,944+16.2% | $98,439-5.7% | $75,163+23.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 19.29% | 19.75%-0.5pp | 21.16%-1.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,482 | $2,264+98.0% | $3,048+47.0% | $2,670+67.9% |
| Participant deferral / active EE | $6,261 | $3,752+66.9% | $4,738+32.2% | $4,125+51.8% |
| Admin fee / account holder | $1,643 | $6,840-76.0% | $8,948-81.6% | $5,651-70.9% |