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 | $150,827 | $95,453+58.0% | $112,040+34.6% | $82,448+82.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.85% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,706 | $2,318+16.8% | $2,954-8.4% | $2,551+6.1% |
| Participant deferral / active EE | $7,841 | $4,224+85.6% | $5,098+53.8% | $4,139+89.4% |
| Admin fee / account holder | $17,770 | $9,013+97.2% | $12,098+46.9% | $7,234+145.6% |