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 | $96,960 | $93,571+3.6% | $135,903-28.7% | $75,163+29.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.40% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $8,709 | $3,537+146.2% | $4,856+79.3% | $2,670+226.2% |
| Participant deferral / active EE | $7,779 | $6,404+21.5% | $7,758+0.3% | $4,125+88.6% |
| Admin fee / account holder | $6,870 | $6,975-1.5% | $10,762-36.2% | $5,651+21.6% |