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 | $106,775 | $70,475+51.5% | $100,516+6.2% | $79,858+33.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.12% | 21.90%-6.8pp | 30.89%-15.8pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,425 | $2,165+58.2% | $3,418+0.2% | $2,471+38.6% |
| Participant deferral / active EE | $7,405 | $5,181+42.9% | $6,270+18.1% | $3,740+98.0% |
| Admin fee / account holder | $10,561 | $4,478+135.8% | $8,081+30.7% | $5,306+99.0% |