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 | $86,794 | $73,933+17.4% | $96,683-10.2% | $75,163+15.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.91% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,815 | $2,928-3.8% | $3,737-24.7% | $2,670+5.4% |
| Participant deferral / active EE | $5,666 | $3,659+54.9% | $4,878+16.2% | $4,125+37.4% |
| Admin fee / account holder | $10,848 | $5,216+108.0% | $6,730+61.2% | $5,651+92.0% |