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 | $74,731 | $73,933+1.1% | $96,683-22.7% | $75,163-0.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.98% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $8,105 | $2,928+176.9% | $3,737+116.9% | $2,670+203.6% |
| Participant deferral / active EE | $8,122 | $3,659+122.0% | $4,878+66.5% | $4,125+96.9% |
| Admin fee / account holder | $4,826 | $5,216-7.5% | $6,730-28.3% | $5,651-14.6% |