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 | $83,813 | $45,073+86.0% | $69,455+20.7% | $72,985+14.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 24.69% | 22.65%+2.0pp | 28.97%-4.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $6,150 | $2,054+199.4% | $2,779+121.3% | $2,440+152.1% |
| Participant deferral / active EE | $8,751 | $2,602+236.4% | $3,535+147.5% | $3,607+142.6% |
| Admin fee / account holder | $10,248 | $3,056+235.4% | $3,839+166.9% | $5,124+100.0% |