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 | $26,378 | $85,766-69.2% | $136,294-80.6% | $70,131-62.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.04% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,272 | $2,966+10.3% | $4,695-30.3% | $2,342+39.7% |
| Participant deferral / active EE | $4,491 | $5,051-11.1% | $6,247-28.1% | $3,332+34.8% |
| Admin fee / account holder | $4,670 | $5,420-13.8% | $9,243-49.5% | $4,645+0.5% |