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 | $70,848 | $94,625-25.1% | $116,228-39.0% | $84,808-16.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.12% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,292 | $2,347+82.9% | $2,994+43.3% | $2,631+63.1% |
| Participant deferral / active EE | $10,681 | $3,972+168.9% | $4,953+115.6% | $4,212+153.6% |
| Admin fee / account holder | $7,178 | $10,091-28.9% | $11,989-40.1% | $7,344-2.3% |