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 | $115,548 | $94,625+22.1% | $116,228-0.6% | $84,808+36.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.71% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,803 | $2,347+104.7% | $2,994+60.4% | $2,631+82.6% |
| Participant deferral / active EE | $7,487 | $3,972+88.5% | $4,953+51.2% | $4,212+77.8% |
| Admin fee / account holder | $19,727 | $10,091+95.5% | $11,989+64.5% | $7,344+168.6% |