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 | $70,252 | $93,571-24.9% | $135,903-48.3% | $75,163-6.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.54% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $4,253 | $3,537+20.3% | $4,856-12.4% | $2,670+59.3% |
| Participant deferral / active EE | $5,977 | $6,404-6.7% | $7,758-23.0% | $4,125+44.9% |
| Admin fee / account holder | $4,677 | $6,975-33.0% | $10,762-56.5% | $5,651-17.2% |