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 | $105,672 | $85,766+23.2% | $136,294-22.5% | $70,131+50.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.24% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,368 | $2,966+13.6% | $4,695-28.3% | $2,342+43.8% |
| Participant deferral / active EE | $6,436 | $5,051+27.4% | $6,247+3.0% | $3,332+93.2% |
| Admin fee / account holder | $25,899 | $5,420+377.8% | $9,243+180.2% | $4,645+457.5% |