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 | $114,490 | $77,899+47.0% | $149,673-23.5% | $75,163+52.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.93% | 31.72%-6.8pp | 134.42%-109.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $3,349 | $3,137+6.7% | $4,818-30.5% | $2,670+25.4% |
| Participant deferral / active EE | $7,228 | $3,411+111.9% | $5,680+27.2% | $4,125+75.2% |
| Admin fee / account holder | $1,447 | $5,956-75.7% | $13,210-89.0% | $5,651-74.4% |