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 | $81,047 | $152,460-46.8% | $118,746-31.7% | $147,584-45.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 20.68% | 17.41%+3.3pp | 24.54%-3.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $7,200 | $5,046+42.7% | $4,193+71.7% | $4,876+47.7% |
| Participant deferral / active EE | $7,200 | $6,212+15.9% | $5,332+35.0% | $5,439+32.4% |
| Admin fee / account holder | $1,009 | $16,953-94.1% | $10,720-90.6% | $10,885-90.7% |