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 | $111,437 | $64,480+72.8% | $81,382+36.9% | $80,856+37.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.47% | 16.34%-2.9pp | 24.73%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,404 | $1,978+223.7% | $2,463+160.0% | $2,755+132.5% |
| Participant deferral / active EE | $6,965 | $3,094+125.1% | $3,883+79.4% | $4,296+62.1% |
| Admin fee / account holder | $2,328 | $5,671-58.9% | $5,768-59.6% | $6,918-66.3% |