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 | $75,757 | $78,422-3.4% | $95,952-21.0% | $79,858-5.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 29.67% | 19.37%+10.3pp | 91.61%-61.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $1,825 | $1,945-6.2% | $2,541-28.2% | $2,471-26.1% |
| Participant deferral / active EE | $3,827 | $3,440+11.2% | $4,167-8.2% | $3,740+2.3% |
| Admin fee / account holder | $3,666 | $5,622-34.8% | $6,795-46.1% | $5,306-30.9% |