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 | $116,544 | $93,571+24.6% | $135,903-14.2% | $75,163+55.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.66% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $8,029 | $3,537+127.0% | $4,856+65.3% | $2,670+200.7% |
| Participant deferral / active EE | $7,199 | $6,404+12.4% | $7,758-7.2% | $4,125+74.5% |
| Admin fee / account holder | $7,530 | $6,975+8.0% | $10,762-30.0% | $5,651+33.3% |