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 | $69,858 | $118,450-41.0% | $98,439-29.0% | $139,434-49.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 18.94%-3.0pp | 21.16%-5.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,410 | $3,609-5.5% | $3,048+11.9% | $4,751-28.2% |
| Participant deferral / active EE | $7,950 | $5,392+47.5% | $4,738+67.8% | $6,710+18.5% |
| Admin fee / account holder | $1,040 | $14,026-92.6% | $8,948-88.4% | $11,403-90.9% |