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 | $122,753 | $106,749+15.0% | $145,433-15.6% | $82,448+48.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.10% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $9,157 | $3,444+165.8% | $4,554+101.0% | $2,551+258.9% |
| Participant deferral / active EE | $9,016 | $6,519+38.3% | $7,897+14.2% | $4,139+117.8% |
| Admin fee / account holder | $18,509 | $8,390+120.6% | $13,129+41.0% | $7,234+155.9% |