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 | $81,484 | $85,766-5.0% | $136,294-40.2% | $70,131+16.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.55% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $3,065 | $2,966+3.3% | $4,695-34.7% | $2,342+30.8% |
| Participant deferral / active EE | $7,174 | $5,051+42.0% | $6,247+14.8% | $3,332+115.3% |
| Admin fee / account holder | $7,909 | $5,420+45.9% | $9,243-14.4% | $4,645+70.2% |