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 | $93,055 | $89,753+3.7% | $107,525-13.5% | $84,808+9.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.14% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $11,516 | $3,113+269.9% | $3,754+206.8% | $2,631+337.7% |
| Participant deferral / active EE | $3,634 | $4,056-10.4% | $5,116-29.0% | $4,212-13.7% |
| Admin fee / account holder | $5,868 | $7,222-18.7% | $8,919-34.2% | $7,344-20.1% |