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 5-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 | $86,764 | $93,571-7.3% | $135,903-36.2% | $75,163+15.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.62% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,584 | $3,537+29.6% | $4,856-5.6% | $2,670+71.7% |
| Participant deferral / active EE | $7,871 | $6,404+22.9% | $7,758+1.5% | $4,125+90.8% |
| Admin fee / account holder | $5,609 | $6,975-19.6% | $10,762-47.9% | $5,651-0.7% |