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 | $97,242 | $95,803+1.5% | $113,168-14.1% | $84,808+14.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 36.06% | 25.00%+11.1pp | 24.27%+11.8pp | 40.90%-4.8pp |
| Employer contribution / active EE | $4,872 | $2,360+106.4% | $2,975+63.7% | $2,631+85.2% |
| Participant deferral / active EE | $6,672 | $4,242+57.3% | $5,107+30.6% | $4,212+58.4% |
| Admin fee / account holder | $2,319 | $8,989-74.2% | $12,068-80.8% | $7,344-68.4% |