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 | $73,586 | $64,839+13.5% | $95,585-23.0% | $84,808-13.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.25% | -670.96%+686.2pp | 38.56%-23.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,605 | $1,759+48.1% | $2,527+3.1% | $2,631-1.0% |
| Participant deferral / active EE | $6,228 | $2,965+110.1% | $4,023+54.8% | $4,212+47.9% |
| Admin fee / account holder | $5,847 | $5,964-2.0% | $6,127-4.6% | $7,344-20.4% |