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 | $107,297 | $59,839+79.3% | $81,983+30.9% | $79,858+34.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 11.85% | 17.56%-5.7pp | 41.31%-29.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $7,172 | $1,713+318.6% | $2,498+187.1% | $2,471+190.3% |
| Participant deferral / active EE | $5,639 | $2,695+109.2% | $3,722+51.5% | $3,740+50.8% |
| Admin fee / account holder | $3,670 | $4,287-14.4% | $5,664-35.2% | $5,306-30.8% |