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 | $76,983 | $94,625-18.6% | $116,228-33.8% | $84,808-9.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.53% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,746 | $2,347-25.6% | $2,994-41.7% | $2,631-33.6% |
| Participant deferral / active EE | $4,560 | $3,972+14.8% | $4,953-7.9% | $4,212+8.3% |
| Admin fee / account holder | $1,449 | $10,091-85.6% | $11,989-87.9% | $7,344-80.3% |