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 | $95,633 | $69,977+36.7% | $108,579-11.9% | $62,891+52.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 11.43% | 10.73%+0.7pp | -51.70%+63.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $3,071 | $2,135+43.9% | $3,758-18.3% | $2,281+34.6% |
| Participant deferral / active EE | $5,188 | $3,165+63.9% | $4,311+20.3% | $3,203+62.0% |
| Admin fee / account holder | $3,857 | $5,076-24.0% | $7,645-49.5% | $4,296-10.2% |