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 | $126,125 | $111,754+12.9% | $103,333+22.1% | $145,922-13.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.76% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $5,541 | $4,212+31.5% | $3,868+43.2% | $4,660+18.9% |
| Participant deferral / active EE | $5,620 | $5,6190% | $5,057+11.1% | $6,688-16.0% |
| Admin fee / account holder | $6,925 | $9,750-29.0% | $8,355-17.1% | $13,397-48.3% |