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 | $85,795 | $46,553+84.3% | $64,056+33.9% | $75,163+14.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.58% | 26.03%-11.5pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $8,010 | $1,974+305.8% | $2,747+191.7% | $2,670+200.0% |
| Participant deferral / active EE | $5,386 | $2,837+89.9% | $3,880+38.8% | $4,125+30.6% |
| Admin fee / account holder | $4,654 | $2,952+57.7% | $3,068+51.7% | $5,651-17.6% |