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 | $114,766 | $91,552+25.4% | $133,956-14.3% | $79,858+43.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.13% | 61.85%-47.7pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,295 | $2,384-45.7% | $3,919-66.9% | $2,471-47.6% |
| Participant deferral / active EE | $3,637 | $3,733-2.6% | $5,048-28.0% | $3,740-2.8% |
| Admin fee / account holder | $4,983 | $6,321-21.2% | $8,927-44.2% | $5,306-6.1% |