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 6-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 | $106,216 | $90,745+17.0% | $130,231-18.4% | $75,163+41.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 18.79% | 34.45%-15.7pp | 38.77%-20.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,283 | $3,314-0.9% | $4,126-20.4% | $2,670+23.0% |
| Participant deferral / active EE | $7,623 | $5,362+42.2% | $6,799+12.1% | $4,125+84.8% |
| Admin fee / account holder | $4,791 | $6,331-24.3% | $6,020-20.4% | $5,651-15.2% |