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 | $227,907 | $127,065+79.4% | $113,168+101.4% | $142,382+60.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.02% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,215 | $3,442+51.5% | $2,975+75.3% | $4,299+21.3% |
| Participant deferral / active EE | $4,606 | $5,716-19.4% | $5,107-9.8% | $6,507-29.2% |
| Admin fee / account holder | $4,316 | $15,736-72.6% | $12,068-64.2% | $12,624-65.8% |