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 | $110,045 | $106,890+3.0% | $84,015+31.0% | $152,861-28.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.25% | 104.99%-84.7pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,134 | $2,734-22.0% | $1,983+7.6% | $4,762-55.2% |
| Participant deferral / active EE | $4,276 | $4,011+6.6% | $3,239+32.0% | $5,850-26.9% |
| Admin fee / account holder | $21,667 | $8,285+161.5% | $6,101+255.2% | $11,596+86.8% |