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 | $80,588 | $125,758-35.9% | $169,993-52.6% | $75,163+7.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.26% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,937 | $4,615-14.7% | $6,785-42.0% | $2,670+47.4% |
| Participant deferral / active EE | $6,422 | $6,837-6.1% | $10,408-38.3% | $4,125+55.7% |
| Admin fee / account holder | $8,810 | $8,173+7.8% | $12,815-31.3% | $5,651+55.9% |