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 | $110,233 | $67,606+63.1% | $82,313+33.9% | $70,131+57.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.99% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,523 | $1,755+43.8% | $2,428+3.9% | $2,342+7.7% |
| Participant deferral / active EE | $5,864 | $2,987+96.3% | $3,706+58.2% | $3,332+76.0% |
| Admin fee / account holder | $1,396 | $4,512-69.1% | $5,608-75.1% | $4,645-70.0% |