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 | $87,097 | $68,547+27.1% | $120,354-27.6% | $80,856+7.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.63% | 23.60%-9.0pp | 107.15%-92.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $6,195 | $2,051+202.0% | $3,463+78.9% | $2,755+124.9% |
| Participant deferral / active EE | $5,955 | $3,173+87.6% | $4,991+19.3% | $4,296+38.6% |
| Admin fee / account holder | $11,193 | $5,732+95.3% | $9,423+18.8% | $6,918+61.8% |