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 | $71,795 | $85,766-16.3% | $136,294-47.3% | $70,131+2.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.46% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,701 | $2,966-8.9% | $4,695-42.5% | $2,342+15.3% |
| Participant deferral / active EE | $4,331 | $5,051-14.3% | $6,247-30.7% | $3,332+30.0% |
| Admin fee / account holder | $791 | $5,420-85.4% | $9,243-91.4% | $4,645-83.0% |