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 | $98,985 | $83,477+18.6% | $125,175-20.9% | $72,985+35.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.55% | 25.78%+0.8pp | 43.79%-17.2pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,378 | $2,345+44.0% | $3,865-12.6% | $2,440+38.5% |
| Participant deferral / active EE | $6,850 | $3,585+91.1% | $4,937+38.8% | $3,607+89.9% |
| Admin fee / account holder | $5,809 | $5,517+5.3% | $9,702-40.1% | $5,124+13.4% |