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 | $100,391 | $85,766+17.1% | $136,294-26.3% | $70,131+43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.72% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,731 | $2,966+25.8% | $4,695-20.5% | $2,342+59.3% |
| Participant deferral / active EE | $12,188 | $5,051+141.3% | $6,247+95.1% | $3,332+265.8% |
| Admin fee / account holder | $6,052 | $5,420+11.7% | $9,243-34.5% | $4,645+30.3% |