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 | $112,665 | $98,240+14.7% | $82,313+36.9% | $147,584-23.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.23% | 30.85%-14.6pp | 25.88%-9.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,420 | $3,192-24.2% | $2,428-0.4% | $4,876-50.4% |
| Participant deferral / active EE | $3,929 | $4,383-10.4% | $3,706+6.0% | $5,439-27.8% |
| Admin fee / account holder | $2,003 | $8,563-76.6% | $5,608-64.3% | $10,885-81.6% |