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 | $72,473 | $67,606+7.2% | $82,313-12.0% | $70,131+3.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.99% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $5,669 | $1,755+223.1% | $2,428+133.5% | $2,342+142.0% |
| Participant deferral / active EE | $4,166 | $2,987+39.5% | $3,706+12.4% | $3,332+25.0% |
| Admin fee / account holder | $7,626 | $4,512+69.0% | $5,608+36.0% | $4,645+64.2% |