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 | $89,700 | $85,766+4.6% | $136,294-34.2% | $70,131+27.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.06% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,714 | $2,966-8.5% | $4,695-42.2% | $2,342+15.8% |
| Participant deferral / active EE | $4,529 | $5,051-10.3% | $6,247-27.5% | $3,332+35.9% |
| Admin fee / account holder | $726 | $5,420-86.6% | $9,243-92.1% | $4,645-84.4% |