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 | $68,648 | $109,881-37.5% | $150,045-54.2% | $84,808-19.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.15% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,205 | $3,561+18.1% | $4,693-10.4% | $2,631+59.8% |
| Participant deferral / active EE | $8,262 | $6,636+24.5% | $7,997+3.3% | $4,212+96.2% |
| Admin fee / account holder | $7,447 | $8,568-13.1% | $13,435-44.6% | $7,344+1.4% |