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 | $122,156 | $98,750+23.7% | $149,696-18.4% | $79,858+53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.38% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,375 | $3,216+4.9% | $4,644-27.3% | $2,471+36.6% |
| Participant deferral / active EE | $7,366 | $5,680+29.7% | $6,842+7.7% | $3,740+97.0% |
| Admin fee / account holder | $6,178 | $6,053+2.1% | $9,309-33.6% | $5,306+16.4% |