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 | $57,454 | $123,793-53.6% | $177,821-67.7% | $79,858-28.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.27% | 22.82%-1.5pp | 48.32%-27.0pp | 31.71%-10.4pp |
| Employer contribution / active EE | $6,843 | $4,095+67.1% | $5,918+15.6% | $2,471+176.9% |
| Participant deferral / active EE | $7,136 | $5,956+19.8% | $7,714-7.5% | $3,740+90.8% |
| Admin fee / account holder | $1,092 | $7,243-84.9% | $12,427-91.2% | $5,306-79.4% |