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 | $85,514 | $91,552-6.6% | $133,956-36.2% | $79,858+7.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.52% | 61.85%-49.3pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $4,486 | $2,384+88.2% | $3,919+14.5% | $2,471+81.6% |
| Participant deferral / active EE | $4,861 | $3,733+30.2% | $5,048-3.7% | $3,740+30.0% |
| Admin fee / account holder | $404 | $6,321-93.6% | $8,927-95.5% | $5,306-92.4% |