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 | $77,647 | $109,881-29.3% | $150,045-48.3% | $84,808-8.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.10% | 28.25%-8.1pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,834 | $3,561+63.8% | $4,693+24.3% | $2,631+121.7% |
| Participant deferral / active EE | $9,431 | $6,636+42.1% | $7,997+17.9% | $4,212+123.9% |
| Admin fee / account holder | $5,834 | $8,568-31.9% | $13,435-56.6% | $7,344-20.6% |