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 4-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 | $107,133 | $102,245+4.8% | $89,340+19.9% | $137,256-21.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.29% | 21.89%+1.4pp | 20.57%+2.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $11,075 | $2,529+337.9% | $2,231+396.3% | $4,156+166.5% |
| Participant deferral / active EE | $12,578 | $4,436+183.5% | $3,823+229.0% | $6,407+96.3% |
| Admin fee / account holder | $6,617 | $8,085-18.2% | $6,704-1.3% | $12,270-46.1% |