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 7-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 | $112,935 | $100,970+11.9% | $96,576+16.9% | $137,256-17.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 33.35% | 38.16%-4.8pp | 38.47%-5.1pp | 220.34%-187.0pp |
| Employer contribution / active EE | $11,506 | $3,809+202.1% | $3,553+223.8% | $4,156+176.8% |
| Participant deferral / active EE | $7,635 | $8,286-7.9% | $7,956-4.0% | $6,407+19.2% |
| Admin fee / account holder | $11,892 | $11,312+5.1% | $11,381+4.5% | $12,270-3.1% |