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 | $95,213 | $81,460+16.9% | $103,333-7.9% | $80,856+17.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.49% | 25.55%-3.1pp | 24.88%-2.4pp | 35.59%-13.1pp |
| Employer contribution / active EE | $3,916 | $3,105+26.1% | $3,868+1.2% | $2,755+42.1% |
| Participant deferral / active EE | $8,286 | $3,869+114.2% | $5,057+63.8% | $4,296+92.9% |
| Admin fee / account holder | $7,492 | $6,566+14.1% | $8,355-10.3% | $6,918+8.3% |