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 5-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 | $98,604 | $81,460+21.0% | $103,333-4.6% | $80,856+21.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.56% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,285 | $3,105-26.4% | $3,868-40.9% | $2,755-17.1% |
| Participant deferral / active EE | $7,193 | $3,869+85.9% | $5,057+42.2% | $4,296+67.4% |
| Admin fee / account holder | $5,682 | $6,566-13.5% | $8,355-32.0% | $6,918-17.9% |