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 | $121,538 | $123,793-1.8% | $177,821-31.7% | $79,858+52.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.26% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,819 | $4,095+42.1% | $5,918-1.7% | $2,471+135.5% |
| Participant deferral / active EE | $9,610 | $5,956+61.3% | $7,714+24.6% | $3,740+157.0% |
| Admin fee / account holder | $7,425 | $7,243+2.5% | $12,427-40.3% | $5,306+39.9% |