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 | $97,828 | $76,367+28.1% | $93,606+4.5% | $72,985+34.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.87% | 25.82%-2.9pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,760 | $2,275-22.6% | $2,718-35.2% | $2,440-27.8% |
| Participant deferral / active EE | $4,005 | $3,538+13.2% | $4,069-1.6% | $3,607+11.0% |
| Admin fee / account holder | $7,887 | $6,838+15.3% | $7,8880% | $5,124+53.9% |