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 | $88,416 | $68,547+29.0% | $120,354-26.5% | $80,856+9.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 17.46% | 23.60%-6.1pp | 107.15%-89.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,760 | $2,051+132.0% | $3,463+37.5% | $2,755+72.8% |
| Participant deferral / active EE | $6,417 | $3,173+102.2% | $4,991+28.6% | $4,296+49.4% |
| Admin fee / account holder | $2,197 | $5,732-61.7% | $9,423-76.7% | $6,918-68.2% |