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 | $90,253 | $58,512+54.2% | $84,015+7.4% | $72,985+23.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.34% | 28.93%-6.6pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $6,185 | $1,163+431.8% | $1,983+211.8% | $2,440+153.5% |
| Participant deferral / active EE | $2,634 | $2,394+10.1% | $3,239-18.7% | $3,607-27.0% |
| Admin fee / account holder | $1,546 | $4,569-66.2% | $6,101-74.7% | $5,124-69.8% |