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 | $110,516 | $81,446+35.7% | $103,374+6.9% | $80,874+36.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.93% | 25.57%-10.6pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $4,249 | $3,107+36.7% | $3,869+9.8% | $2,756+54.2% |
| Participant deferral / active EE | $6,352 | $3,870+64.1% | $5,058+25.6% | $4,297+47.8% |
| Admin fee / account holder | $3,105 | $6,715-53.8% | $8,394-63.0% | $6,935-55.2% |