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 | $78,027 | $98,750-21.0% | $149,696-47.9% | $79,858-2.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.82% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,713 | $3,216+46.5% | $4,644+1.5% | $2,471+90.7% |
| Participant deferral / active EE | $4,301 | $5,680-24.3% | $6,842-37.1% | $3,740+15.0% |
| Admin fee / account holder | $1,790 | $6,053-70.4% | $9,309-80.8% | $5,306-66.3% |