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 | $104,182 | $95,453+9.1% | $112,040-7.0% | $82,448+26.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.84% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $4,486 | $2,318+93.6% | $2,954+51.9% | $2,551+75.9% |
| Participant deferral / active EE | $7,030 | $4,224+66.5% | $5,098+37.9% | $4,139+69.8% |
| Admin fee / account holder | $5,785 | $9,013-35.8% | $12,098-52.2% | $7,234-20.0% |