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 | $90,793 | $86,891+4.5% | $142,449-36.3% | $75,163+20.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 16.33% | 23.31%-7.0pp | 19.99%-3.7pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,609 | $3,355+67.2% | $4,847+15.7% | $2,670+110.1% |
| Participant deferral / active EE | $4,016 | $4,938-18.7% | $6,283-36.1% | $4,125-2.6% |
| Admin fee / account holder | $17,166 | $7,299+135.2% | $10,011+71.5% | $5,651+203.8% |