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 | $96,217 | $67,606+42.3% | $82,313+16.9% | $70,131+37.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.42% | 21.57%-6.1pp | 25.88%-10.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $6,569 | $1,755+274.4% | $2,428+170.5% | $2,342+180.5% |
| Participant deferral / active EE | $5,147 | $2,987+72.3% | $3,706+38.9% | $3,332+54.5% |
| Admin fee / account holder | $6,366 | $4,512+41.1% | $5,608+13.5% | $4,645+37.0% |