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 | $102,901 | $93,571+10.0% | $135,903-24.3% | $75,163+36.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.96% | 30.90%-9.9pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,051 | $3,537+14.5% | $4,856-16.6% | $2,670+51.7% |
| Participant deferral / active EE | $7,563 | $6,404+18.1% | $7,758-2.5% | $4,125+83.3% |
| Admin fee / account holder | $6,390 | $6,975-8.4% | $10,762-40.6% | $5,651+13.1% |