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 | $73,941 | $63,346+16.7% | $92,233-19.8% | $70,131+5.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.99% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,531 | $2,471+2.4% | $3,679-31.2% | $2,342+8.1% |
| Participant deferral / active EE | $4,960 | $2,854+73.8% | $3,897+27.3% | $3,332+48.9% |
| Admin fee / account holder | $8,020 | $3,840+108.8% | $5,194+54.4% | $4,645+72.6% |