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 | $157,430 | $92,985+69.3% | $153,485+2.6% | $80,856+94.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.59% | 19.95%-4.4pp | 15.65%-0.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,248 | $3,507-7.4% | $5,039-35.5% | $2,755+17.9% |
| Participant deferral / active EE | $10,950 | $5,178+111.5% | $6,757+62.1% | $4,296+154.9% |
| Admin fee / account holder | $7,942 | $8,880-10.6% | $12,724-37.6% | $6,918+14.8% |