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 | $107,649 | $109,413-1.6% | $156,263-31.1% | $84,808+26.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.43% | 20.18%-6.8pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,303 | $2,907+82.4% | $4,333+22.4% | $2,631+101.6% |
| Participant deferral / active EE | $6,521 | $4,590+42.1% | $6,158+5.9% | $4,212+54.8% |
| Admin fee / account holder | $16,150 | $9,357+72.6% | $14,255+13.3% | $7,344+119.9% |