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 | $124,661 | $106,749+16.8% | $145,433-14.3% | $82,448+51.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.16% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,725 | $3,444-20.9% | $4,554-40.2% | $2,551+6.8% |
| Participant deferral / active EE | $7,966 | $6,519+22.2% | $7,897+0.9% | $4,139+92.4% |
| Admin fee / account holder | $6,310 | $8,390-24.8% | $13,129-51.9% | $7,234-12.8% |