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 | $102,954 | $69,977+47.1% | $108,579-5.2% | $62,891+63.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.58% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,077 | $2,135+44.1% | $3,758-18.1% | $2,281+34.9% |
| Participant deferral / active EE | $6,504 | $3,165+105.5% | $4,311+50.9% | $3,203+103.0% |
| Admin fee / account holder | $3,295 | $5,076-35.1% | $7,645-56.9% | $4,296-23.3% |