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 | $100,821 | $85,766+17.6% | $136,294-26.0% | $70,131+43.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.59% | 31.45%-10.9pp | 5155.94%-5135.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,627 | $2,966-45.1% | $4,695-65.3% | $2,342-30.5% |
| Participant deferral / active EE | $3,763 | $5,051-25.5% | $6,247-39.8% | $3,332+13.0% |
| Admin fee / account holder | $1,746 | $5,420-67.8% | $9,243-81.1% | $4,645-62.4% |