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 | $111,449 | $91,407+21.9% | $135,903-18.0% | $71,457+56.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.24% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,407 | $3,703-8.0% | $4,856-29.8% | $2,588+31.7% |
| Participant deferral / active EE | $10,545 | $7,092+48.7% | $7,758+35.9% | $4,289+145.9% |
| Admin fee / account holder | $9,601 | $1,266+658.5% | $10,762-10.8% | $1,587+504.9% |