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 | $99,065 | $85,766+15.5% | $136,294-27.3% | $70,131+41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.99% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,156 | $2,966+73.8% | $4,695+9.8% | $2,342+120.1% |
| Participant deferral / active EE | $5,106 | $5,051+1.1% | $6,247-18.3% | $3,332+53.2% |
| Admin fee / account holder | $4,042 | $5,420-25.4% | $9,243-56.3% | $4,645-13.0% |