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 | $120,696 | $99,341+21.5% | $84,750+42.4% | $273,961-55.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.62% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.8pp |
| Employer contribution / active EE | $7,956 | $4,214+88.8% | $3,574+122.6% | $4,869+63.4% |
| Participant deferral / active EE | $12,885 | $4,269+201.8% | $3,712+247.2% | $5,287+143.7% |
| Admin fee / account holder | $8,795 | $6,644+32.4% | $5,332+64.9% | $10,132-13.2% |