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 | $77,931 | $85,766-9.1% | $136,294-42.8% | $70,131+11.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.95% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $4,047 | $2,966+36.4% | $4,695-13.8% | $2,342+72.8% |
| Participant deferral / active EE | $6,523 | $5,051+29.1% | $6,247+4.4% | $3,332+95.8% |
| Admin fee / account holder | $6,463 | $5,420+19.2% | $9,243-30.1% | $4,645+39.1% |