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 | $120,773 | $101,724+18.7% | $164,813-26.7% | $80,856+49.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.63% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $6,483 | $2,953+119.5% | $4,341+49.4% | $2,755+135.3% |
| Participant deferral / active EE | $4,271 | $4,477-4.6% | $6,031-29.2% | $4,296-0.6% |
| Admin fee / account holder | $13,957 | $8,227+69.6% | $12,690+10.0% | $6,918+101.7% |