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 | $98,778 | $78,422+26.0% | $95,952+2.9% | $79,858+23.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.36% | 19.37%-8.0pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $6,621 | $1,945+240.4% | $2,541+160.6% | $2,471+168.0% |
| Participant deferral / active EE | $4,481 | $3,440+30.3% | $4,167+7.5% | $3,740+19.8% |
| Admin fee / account holder | $2,895 | $5,622-48.5% | $6,795-57.4% | $5,306-45.5% |