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 | $120,794 | $85,766+40.8% | $136,294-11.4% | $70,131+72.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.73% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,076 | $2,966+37.4% | $4,695-13.2% | $2,342+74.0% |
| Participant deferral / active EE | $7,428 | $5,051+47.0% | $6,247+18.9% | $3,332+122.9% |
| Admin fee / account holder | $1,891 | $5,420-65.1% | $9,243-79.5% | $4,645-59.3% |