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 | $128,750 | $95,803+34.4% | $113,168+13.8% | $84,808+51.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.65% | 25.00%-10.4pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,758 | $2,360+16.9% | $2,975-7.3% | $2,631+4.8% |
| Participant deferral / active EE | $6,293 | $4,242+48.3% | $5,107+23.2% | $4,212+49.4% |
| Admin fee / account holder | $1,248 | $8,989-86.1% | $12,068-89.7% | $7,344-83.0% |