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 | $98,314 | $72,492+35.6% | $87,100+12.9% | $72,985+34.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.91% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,514 | $1,894+138.3% | $2,521+79.0% | $2,440+85.0% |
| Participant deferral / active EE | $10,368 | $3,270+217.1% | $4,049+156.1% | $3,607+187.4% |
| Admin fee / account holder | $3,926 | $5,055-22.3% | $7,497-47.6% | $5,124-23.4% |