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 | $107,918 | $81,460+32.5% | $103,333+4.4% | $80,856+33.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.69% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,536 | $3,105+13.9% | $3,868-8.6% | $2,755+28.3% |
| Participant deferral / active EE | $4,892 | $3,869+26.5% | $5,057-3.3% | $4,296+13.9% |
| Admin fee / account holder | $1,655 | $6,566-74.8% | $8,355-80.2% | $6,918-76.1% |