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 | $143,739 | $109,413+31.4% | $156,263-8.0% | $84,808+69.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.53% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,325 | $2,907+14.4% | $4,333-23.3% | $2,631+26.4% |
| Participant deferral / active EE | $5,956 | $4,590+29.8% | $6,158-3.3% | $4,212+41.4% |
| Admin fee / account holder | $7,594 | $9,357-18.8% | $14,255-46.7% | $7,344+3.4% |