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 9-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 | $110,408 | $109,413+0.9% | $156,263-29.3% | $84,808+30.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.54% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,930 | $2,907+104.0% | $4,333+36.8% | $2,631+125.4% |
| Participant deferral / active EE | $8,416 | $4,590+83.4% | $6,158+36.7% | $4,212+99.8% |
| Admin fee / account holder | $10,947 | $9,357+17.0% | $14,255-23.2% | $7,344+49.1% |