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 | $75,484 | $99,985-24.5% | $146,665-48.5% | $85,850-12.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.59% | 18.93%-3.3pp | 22.74%-7.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,720 | $2,559+6.3% | $4,136-34.2% | $2,565+6.1% |
| Participant deferral / active EE | $4,679 | $4,006+16.8% | $5,506-15.0% | $3,952+18.4% |
| Admin fee / account holder | $5,085 | $7,702-34.0% | $10,280-50.5% | $6,260-18.8% |