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 | $71,408 | $93,571-23.7% | $135,903-47.5% | $75,163-5.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.56% | 30.90%-9.3pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,329 | $3,537-5.9% | $4,856-31.5% | $2,670+24.7% |
| Participant deferral / active EE | $6,149 | $6,404-4.0% | $7,758-20.7% | $4,125+49.1% |
| Admin fee / account holder | $895 | $6,975-87.2% | $10,762-91.7% | $5,651-84.2% |