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 | $116,736 | $93,373+25.0% | $152,466-23.4% | $85,850+36.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 15.88% | 21.84%-6.0pp | 757.33%-741.4pp | 318.53%-302.7pp |
| Employer contribution / active EE | $5,211 | $2,996+73.9% | $4,327+20.4% | $2,565+103.1% |
| Participant deferral / active EE | $8,473 | $4,550+86.2% | $5,820+45.6% | $3,952+114.4% |
| Admin fee / account holder | $5,606 | $13,853-59.5% | $15,805-64.5% | $6,260-10.5% |