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 | $68,731 | $70,669-2.7% | $169,368-59.4% | $75,163-8.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 21.27% | 36.36%-15.1pp | 405.60%-384.3pp | 160.62%-139.3pp |
| Employer contribution / active EE | $8,495 | $2,211+284.3% | $4,013+111.7% | $2,670+218.2% |
| Participant deferral / active EE | $8,309 | $4,311+92.8% | $6,221+33.6% | $4,125+101.4% |
| Admin fee / account holder | $6,535 | $5,402+21.0% | $9,003-27.4% | $5,651+15.6% |