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 3-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 | $110,755 | $95,803+15.6% | $113,168-2.1% | $84,808+30.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.41% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,261 | $2,360+80.6% | $2,975+43.2% | $2,631+62.0% |
| Participant deferral / active EE | $10,019 | $4,242+136.2% | $5,107+96.2% | $4,212+137.9% |
| Admin fee / account holder | $15,381 | $8,989+71.1% | $12,068+27.5% | $7,344+109.4% |