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 | $132,753 | $95,803+38.6% | $113,168+17.3% | $84,808+56.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.49% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,312 | $2,360-2.0% | $2,975-22.3% | $2,631-12.1% |
| Participant deferral / active EE | $7,000 | $4,242+65.0% | $5,107+37.1% | $4,212+66.2% |
| Admin fee / account holder | $10,841 | $8,989+20.6% | $12,068-10.2% | $7,344+47.6% |