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 | $108,887 | $94,625+15.1% | $116,228-6.3% | $84,808+28.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.50% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,376 | $2,347+43.9% | $2,994+12.7% | $2,631+28.3% |
| Participant deferral / active EE | $6,545 | $3,972+64.8% | $4,953+32.1% | $4,212+55.4% |
| Admin fee / account holder | $15,705 | $10,091+55.6% | $11,989+31.0% | $7,344+113.9% |