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 | $107,793 | $89,753+20.1% | $107,525+0.2% | $84,808+27.1% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 21.53% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $16,359 | $3,113+425.4% | $3,754+335.8% | $2,631+521.8% |
| Participant deferral / active EE | $5,068 | $4,056+25.0% | $5,116-0.9% | $4,212+20.3% |
| Admin fee / account holder | $8,547 | $7,222+18.3% | $8,919-4.2% | $7,344+16.4% |