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 | $104,801 | $72,012+45.5% | $185,823-43.6% | $79,858+31.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.45% | 23.12%-10.7pp | 35.95%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,520 | $1,965+181.0% | $4,087+35.0% | $2,471+123.4% |
| Participant deferral / active EE | $6,335 | $3,779+67.6% | $5,632+12.5% | $3,740+69.4% |
| Admin fee / account holder | $2,160 | $4,513-52.1% | $9,500-77.3% | $5,306-59.3% |