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 | $75,824 | $86,929-12.8% | $102,423-26.0% | $80,856-6.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.54% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,584 | $2,369+93.5% | $3,023+51.6% | $2,755+66.4% |
| Participant deferral / active EE | $9,746 | $4,118+136.7% | $5,053+92.9% | $4,296+126.9% |
| Admin fee / account holder | $16,146 | $8,049+100.6% | $9,451+70.8% | $6,918+133.4% |