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 | $99,485 | $45,035+120.9% | $62,995+57.9% | $70,131+41.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.60% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,947 | $2,051-5.1% | $2,759-29.4% | $2,342-16.9% |
| Participant deferral / active EE | $4,544 | $2,465+84.4% | $3,329+36.5% | $3,332+36.4% |
| Admin fee / account holder | $1,446 | $2,834-49.0% | $3,600-59.8% | $4,645-68.9% |