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 | $89,040 | $91,407-2.6% | $135,903-34.5% | $71,457+24.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.14% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $4,710 | $3,703+27.2% | $4,856-3.0% | $2,588+82.0% |
| Participant deferral / active EE | $12,153 | $7,092+71.4% | $7,758+56.7% | $4,289+183.4% |
| Admin fee / account holder | $5,002 | $1,266+295.2% | $10,762-53.5% | $1,587+215.1% |