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 | $91,033 | $95,803-5.0% | $113,168-19.6% | $84,808+7.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.43% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,437 | $2,360+172.8% | $2,975+116.4% | $2,631+144.7% |
| Participant deferral / active EE | $5,162 | $4,242+21.7% | $5,107+1.1% | $4,212+22.6% |
| Admin fee / account holder | $15,805 | $8,989+75.8% | $12,068+31.0% | $7,344+115.2% |