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 | $113,526 | $85,766+32.4% | $136,294-16.7% | $70,131+61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.02% | 31.45%-7.4pp | 5155.94%-5131.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $2,803 | $2,966-5.5% | $4,695-40.3% | $2,342+19.7% |
| Participant deferral / active EE | $7,921 | $5,051+56.8% | $6,247+26.8% | $3,332+137.8% |
| Admin fee / account holder | $1,478 | $5,420-72.7% | $9,243-84.0% | $4,645-68.2% |