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 | $122,458 | $101,724+20.4% | $164,813-25.7% | $80,856+51.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.72% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,122 | $2,953+107.3% | $4,341+41.0% | $2,755+122.2% |
| Participant deferral / active EE | $6,690 | $4,477+49.4% | $6,031+10.9% | $4,296+55.7% |
| Admin fee / account holder | $11,810 | $8,227+43.5% | $12,690-6.9% | $6,918+70.7% |