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 | $86,019 | $68,547+25.5% | $120,354-28.5% | $80,856+6.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.47% | 23.60%-10.1pp | 107.15%-93.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,728 | $2,051+130.5% | $3,463+36.5% | $2,755+71.6% |
| Participant deferral / active EE | $5,573 | $3,173+75.6% | $4,991+11.7% | $4,296+29.7% |
| Admin fee / account holder | $4,599 | $5,732-19.8% | $9,423-51.2% | $6,918-33.5% |