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 | $128,257 | $102,605+25.0% | $145,661-11.9% | $84,808+51.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 20.02% | 26.50%-6.5pp | 101.46%-81.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $9,867 | $3,325+196.8% | $4,238+132.8% | $2,631+275.0% |
| Participant deferral / active EE | $18,132 | $5,750+215.3% | $7,198+151.9% | $4,212+330.5% |
| Admin fee / account holder | $3,048 | $8,758-65.2% | $12,466-75.5% | $7,344-58.5% |