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 | $82,269 | $64,517+27.5% | $81,438+1.0% | $80,874+1.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.12% | 16.35%-3.2pp | 24.74%-11.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $5,923 | $1,982+198.9% | $2,460+140.8% | $2,756+115.0% |
| Participant deferral / active EE | $6,770 | $3,096+118.7% | $3,883+74.3% | $4,297+57.6% |
| Admin fee / account holder | $6,951 | $5,677+22.4% | $5,764+20.6% | $6,935+0.2% |