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 | $93,263 | $81,460+14.5% | $103,333-9.7% | $80,856+15.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.31% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $6,482 | $3,105+108.7% | $3,868+67.6% | $2,755+135.3% |
| Participant deferral / active EE | $2,656 | $3,869-31.3% | $5,057-47.5% | $4,296-38.2% |
| Admin fee / account holder | $3,020 | $6,566-54.0% | $8,355-63.9% | $6,918-56.3% |