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 | $111,735 | $107,452+4.0% | $91,541+22.1% | $142,382-21.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.97% | 22.06%-11.1pp | 20.50%-9.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $8,332 | $2,994+178.3% | $2,505+232.7% | $4,299+93.8% |
| Participant deferral / active EE | $23,500 | $4,754+394.3% | $4,008+486.4% | $6,507+261.1% |
| Admin fee / account holder | $43,205 | $8,834+389.1% | $6,956+521.1% | $12,624+242.3% |