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 | $116,825 | $103,376+13.0% | $87,100+34.1% | $152,861-23.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.31% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $8,203 | $3,220+154.7% | $2,521+225.3% | $4,762+72.2% |
| Participant deferral / active EE | $7,024 | $4,778+47.0% | $4,049+73.5% | $5,850+20.1% |
| Admin fee / account holder | $572 | $12,205-95.3% | $7,497-92.4% | $11,596-95.1% |