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 | $115,066 | $94,625+21.6% | $116,228-1.0% | $84,808+35.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.35% | 20.40%-8.1pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,812 | $2,347+19.8% | $2,994-6.1% | $2,631+6.9% |
| Participant deferral / active EE | $5,037 | $3,972+26.8% | $4,953+1.7% | $4,212+19.6% |
| Admin fee / account holder | $11,758 | $10,091+16.5% | $11,989-1.9% | $7,344+60.1% |