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 | $113,108 | $138,347-18.2% | $184,203-38.6% | $80,856+39.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.67% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,124 | $4,850+26.3% | $6,427-4.7% | $2,755+122.3% |
| Participant deferral / active EE | $5,316 | $7,071-24.8% | $9,131-41.8% | $4,296+23.7% |
| Admin fee / account holder | $11,816 | $10,483+12.7% | $13,901-15.0% | $6,918+70.8% |