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 | $92,390 | $83,477+10.7% | $125,175-26.2% | $72,985+26.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.84% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $6,345 | $2,345+170.6% | $3,865+64.2% | $2,440+160.1% |
| Participant deferral / active EE | $7,505 | $3,585+109.3% | $4,937+52.0% | $3,607+108.1% |
| Admin fee / account holder | $2,669 | $5,517-51.6% | $9,702-72.5% | $5,124-47.9% |