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 | $112,085 | $95,803+17.0% | $113,168-1.0% | $84,808+32.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.42% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,567 | $2,360+178.3% | $2,975+120.7% | $2,631+149.6% |
| Participant deferral / active EE | $4,442 | $4,242+4.7% | $5,107-13.0% | $4,212+5.5% |
| Admin fee / account holder | $2,482 | $8,989-72.4% | $12,068-79.4% | $7,344-66.2% |