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 | $82,429 | $78,672+4.8% | $109,143-24.5% | $85,850-4.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.05% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,064 | $2,735+12.0% | $3,722-17.7% | $2,565+19.5% |
| Participant deferral / active EE | $6,958 | $3,467+100.7% | $4,653+49.5% | $3,952+76.1% |
| Admin fee / account holder | $11,256 | $5,469+105.8% | $6,752+66.7% | $6,260+79.8% |