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 | $95,087 | $81,248+17.0% | $155,509-38.9% | $80,856+17.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.24% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,049 | $3,100+127.4% | $4,672+50.9% | $2,755+155.9% |
| Participant deferral / active EE | $3,919 | $3,452+13.5% | $5,626-30.3% | $4,296-8.8% |
| Admin fee / account holder | $8,006 | $7,997+0.1% | $15,912-49.7% | $6,918+15.7% |