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 | $114,688 | $74,927+53.1% | $101,794+12.7% | $84,808+35.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.62% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,670 | $1,522+272.6% | $2,289+147.7% | $2,631+115.5% |
| Participant deferral / active EE | $4,116 | $3,099+32.8% | $4,084+0.8% | $4,212-2.3% |
| Admin fee / account holder | $5,750 | $6,514-11.7% | $8,777-34.5% | $7,344-21.7% |