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 | $86,514 | $78,422+10.3% | $95,952-9.8% | $79,858+8.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.67% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,190 | $1,945+12.6% | $2,541-13.8% | $2,471-11.4% |
| Participant deferral / active EE | $5,463 | $3,440+58.8% | $4,167+31.1% | $3,740+46.1% |
| Admin fee / account holder | $2,259 | $5,622-59.8% | $6,795-66.8% | $5,306-57.4% |