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 | $104,755 | $85,766+22.1% | $136,294-23.1% | $70,131+49.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.21% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,535 | $2,966-48.3% | $4,695-67.3% | $2,342-34.5% |
| Participant deferral / active EE | $4,907 | $5,051-2.9% | $6,247-21.5% | $3,332+47.3% |
| Admin fee / account holder | $5,800 | $5,420+7.0% | $9,243-37.2% | $4,645+24.9% |