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 | $96,699 | $57,506+68.2% | $67,221+43.9% | $79,858+21.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 19.34% | 18.46%+0.9pp | 20.72%-1.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $12,959 | $2,961+337.7% | $3,723+248.1% | $2,471+424.5% |
| Participant deferral / active EE | $8,404 | $3,508+139.5% | $4,384+91.7% | $3,740+124.7% |
| Admin fee / account holder | $2,729 | $4,029-32.3% | $5,844-53.3% | $5,306-48.6% |