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 | $94,868 | $99,652-4.8% | $78,778+20.4% | $147,584-35.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.27% | 47.28%-29.0pp | 35.62%-17.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,451 | $2,796+95.0% | $1,986+174.5% | $4,876+11.8% |
| Participant deferral / active EE | $7,125 | $3,664+94.5% | $2,958+140.8% | $5,439+31.0% |
| Admin fee / account holder | $3,940 | $7,155-44.9% | $5,134-23.3% | $10,885-63.8% |