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 | $109,388 | $124,281-12.0% | $109,143+0.2% | $167,490-34.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.75% | 26.04%-1.3pp | 25.75%-1.0pp | 478.56%-453.8pp |
| Employer contribution / active EE | $5,149 | $4,207+22.4% | $3,722+38.3% | $4,837+6.4% |
| Participant deferral / active EE | $7,076 | $5,255+34.7% | $4,653+52.1% | $6,341+11.6% |
| Admin fee / account holder | $1,325 | $7,970-83.4% | $6,752-80.4% | $12,309-89.2% |