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 | $126,375 | $81,446+55.2% | $103,374+22.2% | $80,874+56.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.82% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $9,316 | $3,107+199.8% | $3,869+140.8% | $2,756+238.1% |
| Participant deferral / active EE | $4,645 | $3,870+20.0% | $5,058-8.2% | $4,297+8.1% |
| Admin fee / account holder | $8,874 | $6,715+32.2% | $8,394+5.7% | $6,935+28.0% |