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 | $122,782 | $110,261+11.4% | $95,745+28.2% | $139,434-11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.05% | 27.11%-15.1pp | 28.35%-16.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,952 | $3,257+21.3% | $2,835+39.4% | $4,751-16.8% |
| Participant deferral / active EE | $6,162 | $4,676+31.8% | $4,245+45.2% | $6,710-8.2% |
| Admin fee / account holder | $768 | $6,613-88.4% | $5,678-86.5% | $11,403-93.3% |