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 | $157,733 | $138,347+14.0% | $184,203-14.4% | $80,856+95.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.72% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $11,064 | $4,850+128.1% | $6,427+72.2% | $2,755+301.6% |
| Participant deferral / active EE | $6,239 | $7,071-11.8% | $9,131-31.7% | $4,296+45.2% |
| Admin fee / account holder | $6,819 | $10,483-35.0% | $13,901-50.9% | $6,918-1.4% |