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 | $92,245 | $72,012+28.1% | $185,823-50.4% | $79,858+15.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.97% | 23.12%-10.1pp | 35.95%-23.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,947 | $1,965+202.7% | $4,087+45.5% | $2,471+140.7% |
| Participant deferral / active EE | $4,973 | $3,779+31.6% | $5,632-11.7% | $3,740+33.0% |
| Admin fee / account holder | $2,856 | $4,513-36.7% | $9,500-69.9% | $5,306-46.2% |