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 | $101,356 | $91,552+10.7% | $133,956-24.3% | $79,858+26.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.55% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,340 | $2,384+124.0% | $3,919+36.3% | $2,471+116.1% |
| Participant deferral / active EE | $7,545 | $3,733+102.1% | $5,048+49.5% | $3,740+101.7% |
| Admin fee / account holder | $9,487 | $6,321+50.1% | $8,927+6.3% | $5,306+78.8% |