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 | $100,992 | $76,552+31.9% | $123,892-18.5% | $62,891+60.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.98% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,206 | $2,883+80.6% | $4,617+12.8% | $2,281+128.2% |
| Participant deferral / active EE | $6,942 | $4,840+43.4% | $5,984+16.0% | $3,203+116.7% |
| Admin fee / account holder | $20,962 | $4,826+334.4% | $8,357+150.8% | $4,296+388.0% |