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 | $107,348 | $67,606+58.8% | $82,313+30.4% | $70,131+53.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,839 | $1,755+61.8% | $2,428+16.9% | $2,342+21.2% |
| Participant deferral / active EE | $3,441 | $2,987+15.2% | $3,706-7.2% | $3,332+3.3% |
| Admin fee / account holder | $21,724 | $4,512+381.5% | $5,608+287.4% | $4,645+367.7% |