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 7-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 | $98,926 | $98,750+0.2% | $149,696-33.9% | $79,858+23.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.95% | 27.43%-6.5pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $6,257 | $3,216+94.5% | $4,644+34.7% | $2,471+153.2% |
| Participant deferral / active EE | $11,246 | $5,680+98.0% | $6,842+64.4% | $3,740+200.7% |
| Admin fee / account holder | $7,219 | $6,053+19.3% | $9,309-22.5% | $5,306+36.0% |