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 | $115,559 | $99,341+16.3% | $84,750+36.4% | $273,961-57.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.22% | 22.93%-12.7pp | 22.78%-12.6pp | 41.45%-31.2pp |
| Employer contribution / active EE | $14,173 | $4,214+236.3% | $3,574+296.5% | $4,869+191.1% |
| Participant deferral / active EE | $7,169 | $4,269+67.9% | $3,712+93.1% | $5,287+35.6% |
| Admin fee / account holder | $3,821 | $6,644-42.5% | $5,332-28.3% | $10,132-62.3% |