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 | $111,271 | $91,190+22.0% | $178,490-37.7% | $79,858+39.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $15,995 | $3,256+391.3% | $5,011+219.2% | $2,471+547.4% |
| Participant deferral / active EE | $7,135 | $3,236+120.5% | $5,202+37.2% | $3,740+90.8% |
| Admin fee / account holder | $4,889 | $6,751-27.6% | $13,984-65.0% | $5,306-7.9% |