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 | $99,071 | $60,349+64.2% | $74,183+33.5% | $62,891+57.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.39% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,108 | $1,680+263.5% | $2,370+157.7% | $2,281+167.8% |
| Participant deferral / active EE | $7,557 | $2,856+164.6% | $3,550+112.9% | $3,203+135.9% |
| Admin fee / account holder | $485 | $4,261-88.6% | $5,586-91.3% | $4,296-88.7% |