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 | $92,381 | $67,411+37.0% | $91,001+1.5% | $70,131+31.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $5,929 | $1,786+232.0% | $2,456+141.5% | $2,342+153.1% |
| Participant deferral / active EE | $5,528 | $2,823+95.9% | $3,547+55.8% | $3,332+65.9% |
| Admin fee / account holder | $3,350 | $4,236-20.9% | $5,417-38.2% | $4,645-27.9% |