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 | $127,917 | $95,803+33.5% | $113,168+13.0% | $84,808+50.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.30% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,534 | $2,360+7.4% | $2,975-14.8% | $2,631-3.7% |
| Participant deferral / active EE | $7,737 | $4,242+82.4% | $5,107+51.5% | $4,212+83.7% |
| Admin fee / account holder | $5,885 | $8,989-34.5% | $12,068-51.2% | $7,344-19.9% |