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 | $113,926 | $86,929+31.1% | $102,423+11.2% | $80,856+40.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.40% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $7,264 | $2,369+206.6% | $3,023+140.3% | $2,755+163.7% |
| Participant deferral / active EE | $6,945 | $4,118+68.6% | $5,053+37.4% | $4,296+61.7% |
| Admin fee / account holder | $8,655 | $8,049+7.5% | $9,451-8.4% | $6,918+25.1% |