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 | $91,033 | $95,453-4.6% | $112,040-18.7% | $82,448+10.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.43% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,437 | $2,318+177.7% | $2,954+117.9% | $2,551+152.3% |
| Participant deferral / active EE | $5,162 | $4,224+22.2% | $5,098+1.3% | $4,139+24.7% |
| Admin fee / account holder | $15,805 | $9,013+75.3% | $12,098+30.6% | $7,234+118.5% |