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 | $94,116 | $70,475+33.5% | $100,516-6.4% | $79,858+17.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 18.01% | 21.90%-3.9pp | 30.89%-12.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,873 | $2,165+217.5% | $3,418+101.1% | $2,471+178.2% |
| Participant deferral / active EE | $12,788 | $5,181+146.8% | $6,270+104.0% | $3,740+241.9% |
| Admin fee / account holder | $2,928 | $4,478-34.6% | $8,081-63.8% | $5,306-44.8% |