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 | $94,863 | $62,586+51.6% | $76,768+23.6% | $64,186+47.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 14.10% | -1.95%+16.0pp | 2.43%+11.7pp | 7.63%+6.5pp |
| Employer contribution / active EE | $2,082 | $1,832+13.6% | $2,485-16.2% | $2,381-12.6% |
| Participant deferral / active EE | $6,019 | $3,145+91.4% | $3,852+56.3% | $3,470+73.5% |
| Admin fee / account holder | $2,743 | $4,667-41.2% | $6,675-58.9% | $4,888-43.9% |