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 | $107,219 | $116,462-7.9% | $174,595-38.6% | $116,462-7.9% |
| Participation rate | 97.8% | 74.7%+23.2pp | 85.1%+12.7pp | 74.7%+23.2pp |
| Annual return | 14.39% | 15.65%-1.3pp | 6861.22%-6846.8pp | 15.65%-1.3pp |
| Employer contribution / active EE | $4,020 | $3,231+24.4% | $3,630+10.8% | $3,231+24.4% |
| Participant deferral / active EE | $8,752 | $3,836+128.1% | $4,379+99.9% | $3,836+128.1% |
| Admin fee / account holder | $3,896 | $12,754-69.5% | $10,352-62.4% | $12,754-69.5% |