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 | $73,828 | $82,978-11.0% | $129,995-43.2% | $71,457+3.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 18.00% | 20.60%-2.6pp | -137.18%+155.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,978 | $2,622+13.6% | $4,320-31.0% | $2,588+15.1% |
| Participant deferral / active EE | $4,712 | $4,432+6.3% | $5,820-19.0% | $4,289+9.9% |
| Admin fee / account holder | $2,912 | $1,729+68.5% | $10,614-72.6% | $1,587+83.5% |