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 | $119,599 | $93,071+28.5% | $74,583+60.4% | $273,961-56.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 25.31% | 26.18%-0.9pp | 20.47%+4.8pp | 41.45%-16.1pp |
| Employer contribution / active EE | $5,052 | $3,160+59.9% | $2,525+100.1% | $4,869+3.8% |
| Participant deferral / active EE | $12,286 | $4,160+195.3% | $3,458+255.3% | $5,287+132.4% |
| Admin fee / account holder | $1,125 | $5,272-78.7% | $4,138-72.8% | $10,132-88.9% |