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 | $66,291 | $89,355-25.8% | $141,162-53.0% | $72,985-9.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.97% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,448 | $3,114-21.4% | $4,735-48.3% | $2,440+0.3% |
| Participant deferral / active EE | $6,498 | $5,418+19.9% | $6,709-3.1% | $3,607+80.1% |
| Admin fee / account holder | $947 | $5,958-84.1% | $10,261-90.8% | $5,124-81.5% |