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 | $114,905 | $95,803+19.9% | $113,168+1.5% | $84,808+35.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,728 | $2,360+100.3% | $2,975+58.9% | $2,631+79.7% |
| Participant deferral / active EE | $5,406 | $4,242+27.4% | $5,107+5.9% | $4,212+28.4% |
| Admin fee / account holder | $7,541 | $8,989-16.1% | $12,068-37.5% | $7,344+2.7% |