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 | $83,330 | $103,966-19.8% | $112,887-26.2% | $75,163+10.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.66% | 24.54%-7.9pp | 34.10%-17.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,310 | $3,870+37.2% | $4,563+16.4% | $2,670+98.9% |
| Participant deferral / active EE | $9,717 | $5,456+78.1% | $6,513+49.2% | $4,125+135.6% |
| Admin fee / account holder | $3,884 | $7,663-49.3% | $7,047-44.9% | $5,651-31.3% |