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 | $116,547 | $102,317+13.9% | $146,958-20.7% | $80,856+44.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.11% | 134.76%-118.7pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,928 | $3,713+5.8% | $4,933-20.4% | $2,755+42.6% |
| Participant deferral / active EE | $8,624 | $6,644+29.8% | $8,070+6.9% | $4,296+100.8% |
| Admin fee / account holder | $6,807 | $7,941-14.3% | $12,998-47.6% | $6,918-1.6% |