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 | $70,314 | $85,766-18.0% | $136,294-48.4% | $70,131+0.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.25% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,976 | $2,966+67.8% | $4,695+6.0% | $2,342+112.4% |
| Participant deferral / active EE | $5,095 | $5,051+0.9% | $6,247-18.4% | $3,332+52.9% |
| Admin fee / account holder | $1,789 | $5,420-67.0% | $9,243-80.6% | $4,645-61.5% |