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 | $117,210 | $93,571+25.3% | $135,903-13.8% | $75,163+55.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.82% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,574 | $3,537+1.0% | $4,856-26.4% | $2,670+33.9% |
| Participant deferral / active EE | $8,598 | $6,404+34.3% | $7,758+10.8% | $4,125+108.4% |
| Admin fee / account holder | $12,502 | $6,975+79.2% | $10,762+16.2% | $5,651+121.2% |