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 | $122,478 | $109,413+11.9% | $156,263-21.6% | $84,808+44.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.29% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,374 | $2,907+50.5% | $4,333+1.0% | $2,631+66.3% |
| Participant deferral / active EE | $7,729 | $4,590+68.4% | $6,158+25.5% | $4,212+83.5% |
| Admin fee / account holder | $11,068 | $9,357+18.3% | $14,255-22.4% | $7,344+50.7% |