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 | $97,374 | $67,411+44.4% | $91,001+7.0% | $70,131+38.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.90% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $6,135 | $1,786+243.5% | $2,456+149.9% | $2,342+161.9% |
| Participant deferral / active EE | $4,035 | $2,823+42.9% | $3,547+13.7% | $3,332+21.1% |
| Admin fee / account holder | $1,124 | $4,236-73.5% | $5,417-79.2% | $4,645-75.8% |