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 | $78,463 | $78,705-0.3% | $117,854-33.4% | $70,131+11.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.07% | 23.30%-10.2pp | 335.08%-322.0pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,970 | $2,223+123.5% | $3,786+31.3% | $2,342+112.2% |
| Participant deferral / active EE | $2,517 | $3,297-23.7% | $4,482-43.8% | $3,332-24.4% |
| Admin fee / account holder | $2,214 | $5,065-56.3% | $8,020-72.4% | $4,645-52.3% |