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 | $106,240 | $61,774+72.0% | $97,226+9.3% | $80,856+31.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 17.91% | -557.90%+575.8pp | 75.13%-57.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,671 | $1,837+99.9% | $2,729+34.5% | $2,755+33.3% |
| Participant deferral / active EE | $4,325 | $3,029+42.8% | $4,264+1.4% | $4,296+0.7% |
| Admin fee / account holder | $1,939 | $5,166-62.5% | $5,654-65.7% | $6,918-72.0% |