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 | $96,774 | $73,787+31.2% | $98,716-2.0% | $82,448+17.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.31% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,469 | $1,511+195.7% | $2,279+96.1% | $2,551+75.2% |
| Participant deferral / active EE | $4,801 | $3,081+55.8% | $4,048+18.6% | $4,139+16.0% |
| Admin fee / account holder | $17,166 | $6,500+164.1% | $8,703+97.2% | $7,234+137.3% |