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 | $75,824 | $91,552-17.2% | $133,956-43.4% | $79,858-5.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.67% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,368 | $2,384-0.6% | $3,919-39.6% | $2,471-4.1% |
| Participant deferral / active EE | $4,269 | $3,733+14.3% | $5,048-15.4% | $3,740+14.1% |
| Admin fee / account holder | $657 | $6,321-89.6% | $8,927-92.6% | $5,306-87.6% |