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 | $90,562 | $68,719+31.8% | $91,541-1.1% | $84,808+6.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.84% | 19.12%-3.3pp | 20.50%-4.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,037 | $1,920+110.3% | $2,505+61.2% | $2,631+53.5% |
| Participant deferral / active EE | $8,234 | $3,136+162.6% | $4,008+105.4% | $4,212+95.5% |
| Admin fee / account holder | $4,685 | $5,786-19.0% | $6,956-32.7% | $7,344-36.2% |