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 | $96,347 | $77,503+24.3% | $100,391-4.0% | $80,856+19.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.24% | 37.20%-24.0pp | 49.20%-36.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,613 | $2,801+64.7% | $3,942+17.0% | $2,755+67.5% |
| Participant deferral / active EE | $9,653 | $6,820+41.5% | $8,082+19.4% | $4,296+124.7% |
| Admin fee / account holder | $11,289 | $5,897+91.4% | $7,899+42.9% | $6,918+63.2% |