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 | $129,373 | $95,803+35.0% | $113,168+14.3% | $84,808+52.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.44% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,867 | $2,360+191.0% | $2,975+130.8% | $2,631+161.0% |
| Participant deferral / active EE | $5,652 | $4,242+33.2% | $5,107+10.7% | $4,212+34.2% |
| Admin fee / account holder | $5,042 | $8,989-43.9% | $12,068-58.2% | $7,344-31.3% |