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 | $75,639 | $93,571-19.2% | $135,903-44.3% | $75,163+0.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.19% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $4,242 | $3,537+19.9% | $4,856-12.6% | $2,670+58.9% |
| Participant deferral / active EE | $9,616 | $6,404+50.2% | $7,758+24.0% | $4,125+133.1% |
| Admin fee / account holder | $15,758 | $6,975+125.9% | $10,762+46.4% | $5,651+178.9% |