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 | $67,357 | $93,571-28.0% | $135,903-50.4% | $75,163-10.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.53% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $9,195 | $3,537+160.0% | $4,856+89.3% | $2,670+244.4% |
| Participant deferral / active EE | $6,169 | $6,404-3.7% | $7,758-20.5% | $4,125+49.5% |
| Admin fee / account holder | $985 | $6,975-85.9% | $10,762-90.8% | $5,651-82.6% |