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 | $98,764 | $56,054+76.2% | $171,082-42.3% | $62,891+57.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 10.70% | 22.52%-11.8pp | 32.56%-21.9pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,970 | $1,731+71.6% | $4,002-25.8% | $2,281+30.2% |
| Participant deferral / active EE | $8,445 | $3,158+167.4% | $4,797+76.0% | $3,203+163.7% |
| Admin fee / account holder | $359 | $3,647-90.2% | $8,520-95.8% | $4,296-91.6% |