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 | $101,457 | $74,927+35.4% | $101,794-0.3% | $84,808+19.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.92% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,107 | $1,522+104.2% | $2,289+35.7% | $2,631+18.1% |
| Participant deferral / active EE | $10,534 | $3,099+239.9% | $4,084+157.9% | $4,212+150.1% |
| Admin fee / account holder | $5,589 | $6,514-14.2% | $8,777-36.3% | $7,344-23.9% |