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 | $84,835 | $91,037-6.8% | $71,671+18.4% | $147,584-42.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.00% | 20.48%-0.5pp | 20.65%-0.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,871 | $3,327-13.7% | $2,460+16.7% | $4,876-41.1% |
| Participant deferral / active EE | $8,207 | $4,498+82.5% | $3,438+138.7% | $5,439+50.9% |
| Admin fee / account holder | $4,419 | $8,613-48.7% | $5,558-20.5% | $10,885-59.4% |