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 | $101,985 | $91,552+11.4% | $133,956-23.9% | $79,858+27.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.47% | 61.85%-40.4pp | 45.09%-23.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $4,573 | $2,384+91.8% | $3,919+16.7% | $2,471+85.1% |
| Participant deferral / active EE | $6,972 | $3,733+86.7% | $5,048+38.1% | $3,740+86.4% |
| Admin fee / account holder | $11,000 | $6,321+74.0% | $8,927+23.2% | $5,306+107.3% |