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 | $87,109 | $79,944+9.0% | $98,439-11.5% | $75,163+15.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.16% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,252 | $2,264+43.7% | $3,048+6.7% | $2,670+21.8% |
| Participant deferral / active EE | $5,432 | $3,752+44.8% | $4,738+14.7% | $4,125+31.7% |
| Admin fee / account holder | $9,158 | $6,840+33.9% | $8,948+2.4% | $5,651+62.1% |