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 | $111,984 | $95,453+17.3% | $112,0400% | $82,448+35.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.51% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,768 | $2,318-23.7% | $2,954-40.1% | $2,551-30.7% |
| Participant deferral / active EE | $2,885 | $4,224-31.7% | $5,098-43.4% | $4,139-30.3% |
| Admin fee / account holder | $6,248 | $9,013-30.7% | $12,098-48.4% | $7,234-13.6% |