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 | $92,880 | $91,407+1.6% | $135,903-31.7% | $71,457+30.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $6,327 | $3,703+70.8% | $4,856+30.3% | $2,588+144.5% |
| Participant deferral / active EE | $15,725 | $7,092+121.7% | $7,758+102.7% | $4,289+266.7% |
| Admin fee / account holder | $13,497 | $1,266+966.3% | $10,762+25.4% | $1,587+750.3% |