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 | $95,754 | $58,523+63.6% | $99,443-3.7% | $72,985+31.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 23.80% | 28.51%-4.7pp | 30.72%-6.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,579 | $1,512+202.9% | $2,540+80.3% | $2,440+87.7% |
| Participant deferral / active EE | $4,947 | $2,606+89.8% | $3,619+36.7% | $3,607+37.1% |
| Admin fee / account holder | $8,346 | $4,102+103.5% | $6,250+33.5% | $5,124+62.9% |