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 | $116,157 | $109,413+6.2% | $156,263-25.7% | $84,808+37.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.03% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $11,425 | $2,907+293.0% | $4,333+163.7% | $2,631+334.3% |
| Participant deferral / active EE | $8,068 | $4,590+75.8% | $6,158+31.0% | $4,212+91.6% |
| Admin fee / account holder | $9,678 | $9,357+3.4% | $14,255-32.1% | $7,344+31.8% |