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 | $23,719 | $85,766-72.3% | $136,294-82.6% | $70,131-66.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.60% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $5,021 | $2,966+69.3% | $4,695+6.9% | $2,342+114.3% |
| Participant deferral / active EE | $4,410 | $5,051-12.7% | $6,247-29.4% | $3,332+32.4% |
| Admin fee / account holder | $2,021 | $5,420-62.7% | $9,243-78.1% | $4,645-56.5% |