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 | $93,265 | $62,672+48.8% | $185,117-49.6% | $70,131+33.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.08% | 40.79%-24.7pp | 40.50%-24.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,430 | $1,753+152.7% | $4,182+5.9% | $2,342+89.1% |
| Participant deferral / active EE | $7,500 | $3,272+129.2% | $5,045+48.7% | $3,332+125.1% |
| Admin fee / account holder | $1,231 | $3,932-68.7% | $8,159-84.9% | $4,645-73.5% |