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 | $109,250 | $80,968+34.9% | $96,544+13.2% | $75,163+45.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.42% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,634 | $2,282+15.4% | $2,965-11.2% | $2,670-1.3% |
| Participant deferral / active EE | $8,490 | $3,928+116.1% | $4,851+75.0% | $4,125+105.8% |
| Admin fee / account holder | $5,362 | $6,724-20.3% | $8,252-35.0% | $5,651-5.1% |