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 | $102,665 | $109,881-6.6% | $150,045-31.6% | $84,808+21.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.77% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $12,840 | $3,561+260.5% | $4,693+173.6% | $2,631+388.0% |
| Participant deferral / active EE | $13,801 | $6,636+108.0% | $7,997+72.6% | $4,212+227.7% |
| Admin fee / account holder | $1,297 | $8,568-84.9% | $13,435-90.3% | $7,344-82.3% |