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 | $95,168 | $85,766+11.0% | $136,294-30.2% | $70,131+35.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.29% | 31.45%-11.2pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $5,039 | $2,966+69.9% | $4,695+7.3% | $2,342+115.1% |
| Participant deferral / active EE | $6,894 | $5,051+36.5% | $6,247+10.4% | $3,332+106.9% |
| Admin fee / account holder | $5,643 | $5,420+4.1% | $9,243-38.9% | $4,645+21.5% |