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 | $94,687 | $67,606+40.1% | $82,313+15.0% | $70,131+35.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.79% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $4,458 | $1,755+154.1% | $2,428+83.6% | $2,342+90.3% |
| Participant deferral / active EE | $5,249 | $2,987+75.7% | $3,706+41.6% | $3,332+57.5% |
| Admin fee / account holder | $11,508 | $4,512+155.1% | $5,608+105.2% | $4,645+147.7% |