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 | $114,138 | $103,376+10.4% | $87,100+31.0% | $152,861-25.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.33% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,337 | $3,220+127.8% | $2,521+191.0% | $4,762+54.1% |
| Participant deferral / active EE | $12,882 | $4,778+169.6% | $4,049+218.2% | $5,850+120.2% |
| Admin fee / account holder | $1,955 | $12,205-84.0% | $7,497-73.9% | $11,596-83.1% |