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 | $117,293 | $109,413+7.2% | $156,263-24.9% | $84,808+38.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.31% | 20.18%+1.1pp | 59.47%-38.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $9,338 | $2,907+221.2% | $4,333+115.5% | $2,631+254.9% |
| Participant deferral / active EE | $10,615 | $4,590+131.3% | $6,158+72.4% | $4,212+152.0% |
| Admin fee / account holder | $9,113 | $9,357-2.6% | $14,255-36.1% | $7,344+24.1% |