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 | $80,594 | $84,233-4.3% | $170,442-52.7% | $70,131+14.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.54% | 23.06%-10.5pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $4,738 | $3,387+39.9% | $5,433-12.8% | $2,342+102.3% |
| Participant deferral / active EE | $2,628 | $3,086-14.8% | $4,939-46.8% | $3,332-21.1% |
| Admin fee / account holder | $454 | $5,698-92.0% | $13,880-96.7% | $4,645-90.2% |