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 | $93,866 | $81,460+15.2% | $103,333-9.2% | $80,856+16.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.21% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,908 | $3,105+90.3% | $3,868+52.8% | $2,755+114.5% |
| Participant deferral / active EE | $7,165 | $3,869+85.2% | $5,057+41.7% | $4,296+66.8% |
| Admin fee / account holder | $14,998 | $6,566+128.4% | $8,355+79.5% | $6,918+116.8% |