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 | $62,001 | $93,571-33.7% | $135,903-54.4% | $75,163-17.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.82% | 30.90%+1.9pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $4,111 | $3,537+16.2% | $4,856-15.3% | $2,670+54.0% |
| Participant deferral / active EE | $9,189 | $6,404+43.5% | $7,758+18.4% | $4,125+122.7% |
| Admin fee / account holder | $480 | $6,975-93.1% | $10,762-95.5% | $5,651-91.5% |