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 | $96,317 | $104,251-7.6% | $91,001+5.8% | $147,584-34.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.77% | 27.06%-6.3pp | 4.60%+16.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $5,944 | $3,116+90.8% | $2,456+142.1% | $4,876+21.9% |
| Participant deferral / active EE | $15,137 | $4,195+260.8% | $3,547+326.7% | $5,439+178.3% |
| Admin fee / account holder | $9,674 | $8,948+8.1% | $5,417+78.6% | $10,885-11.1% |