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 | $115,344 | $89,355+29.1% | $141,162-18.3% | $72,985+58.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.88% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,756 | $3,114-11.5% | $4,735-41.8% | $2,440+12.9% |
| Participant deferral / active EE | $9,967 | $5,418+84.0% | $6,709+48.6% | $3,607+176.3% |
| Admin fee / account holder | $3,007 | $5,958-49.5% | $10,261-70.7% | $5,124-41.3% |