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 | $88,921 | $123,793-28.2% | $177,821-50.0% | $79,858+11.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 30.79% | 22.82%+8.0pp | 48.32%-17.5pp | 31.71%-0.9pp |
| Employer contribution / active EE | $13,270 | $4,095+224.0% | $5,918+124.2% | $2,471+437.1% |
| Participant deferral / active EE | $8,805 | $5,956+47.8% | $7,714+14.1% | $3,740+135.4% |
| Admin fee / account holder | $9,652 | $7,243+33.3% | $12,427-22.3% | $5,306+81.9% |