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 7-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 | $89,941 | $89,355+0.7% | $141,162-36.3% | $72,985+23.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.65% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $9,779 | $3,114+214.0% | $4,735+106.5% | $2,440+300.8% |
| Participant deferral / active EE | $8,724 | $5,418+61.0% | $6,709+30.0% | $3,607+141.8% |
| Admin fee / account holder | $1,337 | $5,958-77.6% | $10,261-87.0% | $5,124-73.9% |