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 | $85,989 | $99,985-14.0% | $146,665-41.4% | $85,850+0.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.66% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,400 | $2,559+32.9% | $4,136-17.8% | $2,565+32.5% |
| Participant deferral / active EE | $8,922 | $4,006+122.7% | $5,506+62.0% | $3,952+125.8% |
| Admin fee / account holder | $3,394 | $7,702-55.9% | $10,280-67.0% | $6,260-45.8% |