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 | $125,992 | $109,413+15.2% | $156,263-19.4% | $84,808+48.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.57% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,581 | $2,907+126.4% | $4,333+51.9% | $2,631+150.1% |
| Participant deferral / active EE | $8,421 | $4,590+83.5% | $6,158+36.7% | $4,212+99.9% |
| Admin fee / account holder | $2,839 | $9,357-69.7% | $14,255-80.1% | $7,344-61.3% |