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 | $63,880 | $89,355-28.5% | $141,162-54.7% | $72,985-12.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.03% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,065 | $3,114-1.6% | $4,735-35.3% | $2,440+25.6% |
| Participant deferral / active EE | $7,516 | $5,418+38.7% | $6,709+12.0% | $3,607+108.4% |
| Admin fee / account holder | $2,949 | $5,958-50.5% | $10,261-71.3% | $5,124-42.4% |