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 | $119,408 | $105,630+13.0% | $87,507+36.5% | $273,961-56.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.07% | 12.25%-8.2pp | 12.21%-8.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $11,733 | $3,141+273.6% | $2,550+360.2% | $4,869+141.0% |
| Participant deferral / active EE | $5,853 | $3,601+62.5% | $3,149+85.9% | $5,287+10.7% |
| Admin fee / account holder | $1,354 | $4,781-71.7% | $4,221-67.9% | $10,132-86.6% |