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 | $109,349 | $91,552+19.4% | $133,956-18.4% | $79,858+36.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.86% | 61.85%-44.0pp | 45.09%-27.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,493 | $2,384+4.6% | $3,919-36.4% | $2,471+0.9% |
| Participant deferral / active EE | $4,410 | $3,733+18.1% | $5,048-12.6% | $3,740+17.9% |
| Admin fee / account holder | $5,171 | $6,321-18.2% | $8,927-42.1% | $5,306-2.6% |