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 | $124,961 | $99,341+25.8% | $84,750+47.4% | $273,961-54.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 26.80% | 22.93%+3.9pp | 22.78%+4.0pp | 41.45%-14.7pp |
| Employer contribution / active EE | $4,171 | $4,214-1.0% | $3,574+16.7% | $4,869-14.3% |
| Participant deferral / active EE | $7,636 | $4,269+78.9% | $3,712+105.7% | $5,287+44.4% |
| Admin fee / account holder | $793 | $6,644-88.1% | $5,332-85.1% | $10,132-92.2% |