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 | $85,435 | $93,571-8.7% | $135,903-37.1% | $75,163+13.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.45% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,113 | $3,537-12.0% | $4,856-35.9% | $2,670+16.6% |
| Participant deferral / active EE | $9,890 | $6,404+54.4% | $7,758+27.5% | $4,125+139.7% |
| Admin fee / account holder | $2,465 | $6,975-64.7% | $10,762-77.1% | $5,651-56.4% |