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 | $108,576 | $109,413-0.8% | $156,263-30.5% | $84,808+28.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.02% | 20.18%-7.2pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,391 | $2,907+51.1% | $4,333+1.3% | $2,631+66.9% |
| Participant deferral / active EE | $6,571 | $4,590+43.2% | $6,158+6.7% | $4,212+56.0% |
| Admin fee / account holder | $17,918 | $9,357+91.5% | $14,255+25.7% | $7,344+144.0% |