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 | $114,658 | $94,625+21.2% | $116,228-1.4% | $84,808+35.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.08% | 20.40%-2.3pp | 90.06%-72.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,922 | $2,347+152.3% | $2,994+97.8% | $2,631+125.1% |
| Participant deferral / active EE | $11,782 | $3,972+196.6% | $4,953+137.9% | $4,212+179.7% |
| Admin fee / account holder | $18,397 | $10,091+82.3% | $11,989+53.4% | $7,344+150.5% |