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 | $122,911 | $91,552+34.3% | $133,956-8.2% | $79,858+53.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.09% | 61.85%-50.8pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $5,442 | $2,384+128.3% | $3,919+38.9% | $2,471+120.3% |
| Participant deferral / active EE | $5,205 | $3,733+39.4% | $5,048+3.1% | $3,740+39.2% |
| Admin fee / account holder | $21,397 | $6,321+238.5% | $8,927+139.7% | $5,306+303.2% |