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 | $115,460 | $94,625+22.0% | $116,228-0.7% | $84,808+36.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.29% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,047 | $2,347+200.3% | $2,994+135.3% | $2,631+167.8% |
| Participant deferral / active EE | $8,450 | $3,972+112.7% | $4,953+70.6% | $4,212+100.6% |
| Admin fee / account holder | $5,362 | $10,091-46.9% | $11,989-55.3% | $7,344-27.0% |