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 | $107,924 | $84,233+28.1% | $170,442-36.7% | $70,131+53.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.89% | 23.06%-7.2pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,879 | $3,387-15.0% | $5,433-47.0% | $2,342+22.9% |
| Participant deferral / active EE | $6,005 | $3,086+94.6% | $4,939+21.6% | $3,332+80.2% |
| Admin fee / account holder | $691 | $5,698-87.9% | $13,880-95.0% | $4,645-85.1% |