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 | $88,291 | $72,177+22.3% | $115,037-23.3% | $59,632+48.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.75% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $3,233 | $2,841+13.8% | $4,608-29.8% | $2,203+46.8% |
| Participant deferral / active EE | $4,686 | $4,783-2.0% | $6,026-22.2% | $3,192+46.8% |
| Admin fee / account holder | $4,222 | $4,927-14.3% | $8,175-48.4% | $4,297-1.8% |