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 | $107,089 | $83,477+28.3% | $125,175-14.4% | $72,985+46.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.39% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,710 | $2,345+100.8% | $3,865+21.9% | $2,440+93.1% |
| Participant deferral / active EE | $5,462 | $3,585+52.3% | $4,937+10.6% | $3,607+51.4% |
| Admin fee / account holder | $2,381 | $5,517-56.8% | $9,702-75.5% | $5,124-53.5% |