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 | $75,095 | $118,450-36.6% | $98,439-23.7% | $139,434-46.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 18.94%-4.5pp | 21.16%-6.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $7,261 | $3,609+101.2% | $3,048+138.2% | $4,751+52.8% |
| Participant deferral / active EE | $6,055 | $5,392+12.3% | $4,738+27.8% | $6,710-9.8% |
| Admin fee / account holder | $1,622 | $14,026-88.4% | $8,948-81.9% | $11,403-85.8% |