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 | $102,006 | $152,651-33.2% | $105,218-3.1% | $125,391-18.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | 13.55% | 8.24%+5.3pp | 5.33%+8.2pp | 282.22%-268.7pp |
| Employer contribution / active EE | $13,180 | $4,802+174.5% | $3,255+304.9% | $4,866+170.9% |
| Participant deferral / active EE | $8,954 | $6,660+34.5% | $4,867+84.0% | $5,352+67.3% |
| Admin fee / account holder | $6,557 | $14,248-54.0% | $6,992-6.2% | $9,540-31.3% |