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 | $102,981 | $104,664-1.6% | $85,682+20.2% | $167,490-38.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.16% | 21.45%-4.3pp | 21.49%-4.3pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,850 | $3,337+15.4% | $2,618+47.0% | $4,837-20.4% |
| Participant deferral / active EE | $11,700 | $4,824+142.5% | $3,923+198.3% | $6,341+84.5% |
| Admin fee / account holder | $1,707 | $10,032-83.0% | $6,873-75.2% | $12,309-86.1% |