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 | $76,982 | $90,745-15.2% | $130,231-40.9% | $75,163+2.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 40.85% | 34.45%+6.4pp | 38.77%+2.1pp | 160.62%-119.8pp |
| Employer contribution / active EE | $19,378 | $3,314+484.8% | $4,126+369.7% | $2,670+625.8% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,687 | $6,331-73.3% | $6,020-72.0% | $5,651-70.1% |