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 | $83,467 | $63,346+31.8% | $92,233-9.5% | $70,131+19.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.97% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,454 | $2,471-0.7% | $3,679-33.3% | $2,342+4.7% |
| Participant deferral / active EE | $3,689 | $2,854+29.3% | $3,897-5.3% | $3,332+10.7% |
| Admin fee / account holder | $465 | $3,840-87.9% | $5,194-91.1% | $4,645-90.0% |