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 | $92,622 | $89,355+3.7% | $141,162-34.4% | $72,985+26.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.56% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $7,468 | $3,114+139.8% | $4,735+57.7% | $2,440+206.1% |
| Participant deferral / active EE | $3,158 | $5,418-41.7% | $6,709-52.9% | $3,607-12.5% |
| Admin fee / account holder | $1,370 | $5,958-77.0% | $10,261-86.6% | $5,124-73.3% |