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 | $90,631 | $87,135+4.0% | $206,214-56.1% | $116,875-22.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 16.83% | 22.51%-5.7pp | -1.60%+18.4pp | 16.29%+0.5pp |
| Employer contribution / active EE | $7,303 | $3,046+139.8% | $5,967+22.4% | $3,288+122.1% |
| Participant deferral / active EE | $9,758 | $3,898+150.3% | $4,649+109.9% | $3,885+151.2% |
| Admin fee / account holder | $4,682 | $8,630-45.7% | $13,671-65.7% | $12,263-61.8% |