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 | $94,098 | $100,041-5.9% | $149,718-37.1% | $70,131+34.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.94% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $5,728 | $3,662+56.4% | $5,445+5.2% | $2,342+144.5% |
| Participant deferral / active EE | $2,455 | $4,983-50.7% | $6,569-62.6% | $3,332-26.3% |
| Admin fee / account holder | $12,946 | $8,286+56.2% | $11,283+14.7% | $4,645+178.7% |