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 | $110,709 | $109,881+0.8% | $150,045-26.2% | $84,808+30.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.11% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,962 | $3,561+11.2% | $4,693-15.6% | $2,631+50.6% |
| Participant deferral / active EE | $6,817 | $6,636+2.7% | $7,997-14.8% | $4,212+61.9% |
| Admin fee / account holder | $7,889 | $8,568-7.9% | $13,435-41.3% | $7,344+7.4% |