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 | $119,742 | $95,803+25.0% | $113,168+5.8% | $84,808+41.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,853 | $2,360+20.9% | $2,975-4.1% | $2,631+8.4% |
| Participant deferral / active EE | $3,838 | $4,242-9.5% | $5,107-24.8% | $4,212-8.9% |
| Admin fee / account holder | $2,605 | $8,989-71.0% | $12,068-78.4% | $7,344-64.5% |