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 | $86,985 | $89,698-3.0% | $103,476-15.9% | $80,856+7.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 13.68% | 22.78%-9.1pp | 23.90%-10.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,851 | $4,018+70.5% | $4,672+46.6% | $2,755+148.7% |
| Participant deferral / active EE | $9,252 | $5,456+69.6% | $6,623+39.7% | $4,296+115.4% |
| Admin fee / account holder | $4,790 | $6,768-29.2% | $9,413-49.1% | $6,918-30.8% |