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 | $98,603 | $54,762+80.1% | $90,281+9.2% | $72,985+35.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.55% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,238 | $2,092+102.5% | $2,854+48.5% | $2,440+73.7% |
| Participant deferral / active EE | $6,245 | $2,887+116.3% | $3,885+60.7% | $3,607+73.1% |
| Admin fee / account holder | $484 | $3,972-87.8% | $5,351-90.9% | $5,124-90.5% |