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 | $106,924 | $85,766+24.7% | $136,294-21.5% | $70,131+52.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.66% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $4,871 | $2,966+64.2% | $4,695+3.7% | $2,342+108.0% |
| Participant deferral / active EE | $8,426 | $5,051+66.8% | $6,247+34.9% | $3,332+152.9% |
| Admin fee / account holder | $1,785 | $5,420-67.1% | $9,243-80.7% | $4,645-61.6% |