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 | $82,421 | $84,233-2.2% | $170,442-51.6% | $70,131+17.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.94% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $7,433 | $3,387+119.5% | $5,433+36.8% | $2,342+217.3% |
| Participant deferral / active EE | $5,180 | $3,086+67.9% | $4,939+4.9% | $3,332+55.5% |
| Admin fee / account holder | $1,009 | $5,698-82.3% | $13,880-92.7% | $4,645-78.3% |