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 | $96,649 | $83,477+15.8% | $125,175-22.8% | $72,985+32.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.51% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,424 | $2,345+46.0% | $3,865-11.4% | $2,440+40.3% |
| Participant deferral / active EE | $5,076 | $3,585+41.6% | $4,937+2.8% | $3,607+40.7% |
| Admin fee / account holder | $2,622 | $5,517-52.5% | $9,702-73.0% | $5,124-48.8% |