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 | $94,634 | $73,933+28.0% | $96,683-2.1% | $75,163+25.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.46% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,487 | $2,928+155.7% | $3,737+100.4% | $2,670+180.4% |
| Participant deferral / active EE | $2,077 | $3,659-43.2% | $4,878-57.4% | $4,125-49.7% |
| Admin fee / account holder | $10,454 | $5,216+100.4% | $6,730+55.3% | $5,651+85.0% |