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 | $128,285 | $109,413+17.2% | $156,263-17.9% | $84,808+51.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.26% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,356 | $2,907+153.0% | $4,333+69.8% | $2,631+179.6% |
| Participant deferral / active EE | $6,949 | $4,590+51.4% | $6,158+12.8% | $4,212+65.0% |
| Admin fee / account holder | $14,764 | $9,357+57.8% | $14,255+3.6% | $7,344+101.0% |