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 | $96,868 | $95,416+1.5% | $185,823-47.9% | $85,850+12.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.60% | 23.59%-2.0pp | 122.05%-100.4pp | 318.53%-296.9pp |
| Employer contribution / active EE | $4,649 | $3,314+40.3% | $5,167-10.0% | $2,565+81.2% |
| Participant deferral / active EE | $5,223 | $3,423+52.6% | $5,568-6.2% | $3,952+32.2% |
| Admin fee / account holder | $12,859 | $7,213+78.3% | $16,237-20.8% | $6,260+105.4% |