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 | $91,247 | $52,580+73.5% | $71,671+27.3% | $70,131+30.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.22% | 20.25%-3.0pp | 20.65%-3.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,491 | $1,616+178.0% | $2,460+82.6% | $2,342+91.7% |
| Participant deferral / active EE | $6,937 | $2,386+190.7% | $3,438+101.8% | $3,332+108.2% |
| Admin fee / account holder | $415 | $3,653-88.7% | $5,558-92.5% | $4,645-91.1% |