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 | $156,283 | $138,562+12.8% | $246,525-36.6% | $116,875+33.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 23.48% | 16.14%+7.3pp | 0.46%+23.0pp | 16.29%+7.2pp |
| Employer contribution / active EE | $9,165 | $4,835+89.5% | $7,467+22.7% | $3,288+178.8% |
| Participant deferral / active EE | $7,628 | $4,207+81.3% | $5,422+40.7% | $3,885+96.4% |
| Admin fee / account holder | $16,107 | $18,110-11.1% | $16,551-2.7% | $12,263+31.3% |