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 | $84,476 | $72,277+16.9% | $101,248-16.6% | $79,858+5.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.97% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,603 | $2,692+108.2% | $3,660+53.1% | $2,471+126.8% |
| Participant deferral / active EE | $3,784 | $3,282+15.3% | $4,370-13.4% | $3,740+1.2% |
| Admin fee / account holder | $12,641 | $4,400+187.3% | $5,945+112.6% | $5,306+138.2% |