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 | $120,229 | $95,803+25.5% | $113,168+6.2% | $84,808+41.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,658 | $2,360+97.4% | $2,975+56.6% | $2,631+77.0% |
| Participant deferral / active EE | $7,133 | $4,242+68.1% | $5,107+39.7% | $4,212+69.4% |
| Admin fee / account holder | $3,243 | $8,989-63.9% | $12,068-73.1% | $7,344-55.8% |