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 | $63,619 | $109,881-42.1% | $150,045-57.6% | $84,808-25.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.91% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,234 | $3,561-9.2% | $4,693-31.1% | $2,631+22.9% |
| Participant deferral / active EE | $6,992 | $6,636+5.4% | $7,997-12.6% | $4,212+66.0% |
| Admin fee / account holder | $624 | $8,568-92.7% | $13,435-95.4% | $7,344-91.5% |