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 | $111,402 | $43,327+157.1% | $59,878+86.0% | $64,186+73.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.04% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $8,059 | $2,028+297.3% | $2,722+196.1% | $2,381+238.5% |
| Participant deferral / active EE | $8,766 | $2,546+244.3% | $3,402+157.7% | $3,470+152.6% |
| Admin fee / account holder | $9,212 | $3,005+206.6% | $3,590+156.6% | $4,888+88.5% |