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 | $96,674 | $93,571+3.3% | $135,903-28.9% | $75,163+28.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.10% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $6,171 | $3,537+74.5% | $4,856+27.1% | $2,670+131.2% |
| Participant deferral / active EE | $11,061 | $6,404+72.7% | $7,758+42.6% | $4,125+168.1% |
| Admin fee / account holder | $28,062 | $6,975+302.3% | $10,762+160.7% | $5,651+396.6% |